WRND - ETF AI Analysis
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IQ Global Equity R&D Leaders ETF (WRND)
WRND, the IQ Global Equity R&D Leaders ETF, earns a solid overall rating largely because it is anchored by high-quality tech leaders like Alphabet, Microsoft, Apple, and Nvidia, whose strong financial performance and major investments in AI and cloud drive long-term growth potential. The rating is held back somewhat by signs of rich valuations and mixed or bearish technical signals in several key holdings such as Nvidia, Amazon, Meta, and Broadcom. The main risk factor is the fund’s heavy concentration in large, innovation-focused technology and semiconductor companies, which can make it more sensitive to market swings and changes in sentiment toward high-growth tech stocks.
WRND vs. SPDR S&P 500 ETF (SPY)
- AUM
- 10.45M
- Region
- Global
- Expense Ratio
- 0.18%
- Beta
- 1.08
- Issuer
- NYLIM
- Inception Date
- Feb 08, 2022
- Dividend Yield
- 0.97%
- Asset Class
- Equity
- Index Tracked
- NYLIM Global Equity R&D Leaders Index - USD - Benchmark TR Net
WRND Summary
WRND, the IQ Global Equity R&D Leaders ETF, tracks the NYLI Global Equity R&D Leaders Index and focuses on companies around the world that spend heavily on research and development. It holds many well-known innovators like Apple and Nvidia, along with other major tech and healthcare names. Someone might invest in WRND to seek long-term growth by backing companies that are driving new technologies and products, while also getting global diversification across countries and sectors. A key risk is that it leans heavily toward technology and innovation-focused stocks, which can be more volatile and can go up and down sharply with market swings.
How much will it cost me?
The IQ Global Equity R&D Leaders ETF (WRND) has an expense ratio of 0.18%, which means you’ll pay $1.80 per year for every $1,000 invested. This is lower than average for actively managed funds because it tracks an index, making it more cost-efficient while still focusing on innovative companies globally.
What would affect this ETF?
The WRND ETF, with its strong focus on technology and innovation-driven companies like Nvidia, Apple, and Microsoft, could benefit from continued advancements in AI, cloud computing, and other cutting-edge technologies. However, it may face challenges if global economic conditions weaken, interest rates rise, or regulatory changes impact major tech firms. Its global exposure also means geopolitical tensions or trade disruptions could influence performance.
WRND Top 10 Holdings
WRND is essentially an innovation engine powered by Big Tech and semiconductors. Nvidia, Apple, and Meta have been rising, giving the fund much of its recent spark, while ASML’s strong longer-term run keeps the chip theme humming despite some mixed shorter-term moves. Alphabet and Microsoft are steadier players, supporting performance but not always leading the charge, and Amazon has been lagging lately, acting as a mild drag. With a heavy tilt toward global tech leaders from the U.S., Europe, and Asia, the ETF is clearly betting on R&D-driven growth.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 GOOGL | Alphabet Class A | 5.43% | $553.80K | $3.41T | -0.58% | 85Outperform |
 NVDA | Nvidia | 7.14% | $728.31K | $4.93T | 0.86% | 76Outperform |
 AAPL | Apple | 7.25% | $739.58K | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 4.55% | $463.98K | $3.88T | -0.73% | 79Outperform |
 KR:005930 | Samsung Electronics | 4.04% | $412.29K | KRW 1432.08T | 116.14% | ―― |
 AMZN | Amazon | 3.76% | $383.60K | $2.59T | 7.85% | 71Outperform |
 NL:ASML | ASML Holding NV | 4.45% | $454.21K | EUR 539.67B | 50.70% | 76Outperform |
 META | Meta Platforms | 2.68% | $273.67K | $1.57T | -7.72% | 76Outperform |
 LLY | Eli Lilly & Co | 2.64% | $269.33K | $1.33T | 67.86% | 72Outperform |
 AVGO | Broadcom | 2.69% | $274.56K | $1.56T | -13.38% | 76Outperform |
WRND Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WRND, the sentiment is Negative. The current price of 40.80 is below the 20-day moving average (MA) of 42.66, below the 50-day MA of 42.83, and above the 200-day MA of 40.64, indicating a neutral trend. The MACD of -0.46 indicates Positive momentum. The RSI at 37.35 is Neutral, neither overbought nor oversold. The STOCH value of 50.72 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for WRND.
WRND Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| WRND | $40.80 | $45.00(10.29% Upside) | $10.45M | 0.18% | 61Neutral |
 GOP | $42.68 | $52.61(23.25% Upside) | $94.03M | 0.73% | 69Neutral |
 SAGP | $37.23 | $55.09(47.99% Upside) | $79.42M | 0.65% | 68Neutral |
 PRAY | $34.07 | $41.96(23.15% Upside) | $74.61M | 0.68% | 67Neutral |
 CAMX | $35.15 | $41.37(17.69% Upside) | $67.33M | 0.59% | 67Neutral |
 MNVT | $23.77 | $41.59(74.96% Upside) | $67.35M | 0.75% | 58Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| WRND | IQ Global Equity R&D Leaders ETF | 40.80 | 3.32 | 8.87% | |
| GOP | Unusual Whales Subversive Republican Trading ETF | 42.68 | 6.12 | 16.75% | |
| SAGP | Strategas Global Policy Opportunities ETF | 37.23 | 4.00 | 12.03% | |
| PRAY | FIS Biblically Responsible Risk Managed ETF | 34.07 | 2.80 | 8.96% | |
| CAMX | Cambiar Aggressive Value ETF | 35.15 | 4.59 | 15.00% | |
| MNVT | Moonvest ETF | 23.77 | -0.94 | -3.81% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.