Warren Street Global Equity ETF (WSGE): ETF
ETF traded on XNAS under symbol WSGE. Quoted in usd.
Warren Street Global Equity ETF
The Warren Street Global Equity ETF (WSGE) is an actively managed fund that channels capital into a diverse range of global equity instruments, such as common and preferred shares, depositary receipts, and other exchange-traded funds. Its investment strategy is two-pronged, incorporating a core allocation for comprehensive worldwide equity exposure alongside tactical factor-based allocations designed to enhance risk-adjusted returns. These allocations home in on specific market drivers, including value, quality, company size, momentum, reduced volatility, and stable income. The selection of factor-focused ETFs prioritizes those with minimal operational costs and a clear representation of particular market factors or specific market capitalization segments. It's important to note, however, that the portfolio may not consistently feature every one of these targeted factors concurrently. The total number of constituents held by the fund is at the discretion of the sub-adviser and can fluctuate. Furthermore, WSGE maintains the flexibility to hold cash equivalents, short-duration U.S. Treasury ETFs, or money market instruments. This serves as a strategic liquidity buffer, enabling both risk mitigation and the opportunistic capture of market prospects. Depending on prevailing market conditions, the fund's capital deployment might concentrate on particular economic sectors, countries, or geographic regions.
Largest holdings
- GLOF iShares Global Equity Factor ETF19.75%
- JQUA JPMorgan US Quality Factor ETF10.32%
- VOO Vanguard S&P 500 ETF9.29%
- ACWX iShares MSCI ACWI ex U.S. ETF7.94%
- IVV iShares Core S&P 500 ETF5.56%
- SPYM State Street SPDR Portfolio S&P 500 ETF5.48%
- XSOE Wisdomtree Emerging Markets EX-State-Owned Enterprises Fund3.97%
- AVEM Avantis Emerging Markets Equity ETF3.83%
- SPDW State Street SPDR Portfolio Developed World ex-US ETF3.71%
- QEFA State Street SPDR MSCI EAFE StrategicFactors ETF3.45%
30d
478
60d
1.08K
90d
1.39K