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Upturn AI SWOT - About
Hypatia Women Ceo ETF (WCEO)
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Upturn Advisory Summary
08/14/2025: WCEO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 12.72% | Avg. Invested days 70 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.32 - 32.86 | Updated Date 06/29/2025 |
52 Weeks Range 24.32 - 32.86 | Updated Date 06/29/2025 |
Upturn AI SWOT
Hypatia Women Ceo ETF
ETF Overview
Overview
The Hypatia Women CEO ETF (WCEO) invests in companies led by women CEOs, promoting gender diversity and potentially outperforming due to diverse leadership.
Reputation and Reliability
Hypatia Capital Management has a growing reputation in the ESG investing space, but is considered smaller and newer compared to larger ETF providers.
Management Expertise
Hypatia Capital Management's team possesses expertise in sustainable and gender-lens investing, focusing on companies with strong female leadership.
Investment Objective
Goal
The investment goal is to achieve long-term capital appreciation by investing in companies with women serving as CEOs.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index; instead, it employs a fundamental, actively managed investment strategy selecting companies led by women CEOs.
Composition The ETF primarily holds stocks of publicly traded companies with a woman serving as CEO across various sectors.
Market Position
Market Share: WCEO has a relatively small market share within the ESG and gender diversity ETF sector.
Total Net Assets (AUM): 11480000
Competitors
Key Competitors
- SHE
- WOMN
- FFEM
Competitive Landscape
The competitive landscape features both broad-based ESG ETFs and those with a specific gender focus. WCEO's advantage lies in its concentrated focus on women CEOs, but its smaller AUM and limited track record could be disadvantages compared to larger, more established competitors. Other ESG ETFs that may not have a focus on women CEO, but have a focus on ESG principles might attract more investors.
Financial Performance
Historical Performance: Historical performance data is still developing due to the ETF's recent launch, making long-term trend analysis limited.
Benchmark Comparison: The ETF's performance is not easily comparable to a standard benchmark, as its investment strategy is unique.
Expense Ratio: 0.0095
Liquidity
Average Trading Volume
The average trading volume for WCEO is relatively low, which could impact ease of entry and exit.
Bid-Ask Spread
The bid-ask spread might be wider than more liquid ETFs, potentially increasing trading costs.
Market Dynamics
Market Environment Factors
Factors such as increased investor interest in ESG investing, growing awareness of gender diversity benefits, and overall market conditions influence the ETF's performance.
Growth Trajectory
WCEO's growth trajectory hinges on its ability to attract more assets, demonstrate strong performance, and capitalize on the increasing demand for ESG and gender-lens investing.
Moat and Competitive Advantages
Competitive Edge
WCEO's competitive edge lies in its focused investment strategy targeting companies led by women CEOs, which can resonate with investors seeking to promote gender equality through their portfolios. This provides a distinct and easily understandable theme that differentiates it from broad ESG ETFs. This focused approach may resonate particularly well with investors looking for social impact alongside financial returns. However, this focus is also a vulnerability, as it limits the investment pool to companies meeting the criteria.
Risk Analysis
Volatility
WCEO's volatility is dependent on the overall market risk factors and specific sector concentration.
Market Risk
Market risk is associated with the volatility of the stock market, particularly the sectors in which companies with women CEOs are concentrated.
Investor Profile
Ideal Investor Profile
The ideal investor for WCEO is someone interested in ESG investing, gender diversity, and supporting companies led by women.
Market Risk
WCEO is suitable for long-term investors who align with its values, but active traders may find its liquidity challenging.
Summary
The Hypatia Women CEO ETF (WCEO) offers investors a way to invest in companies led by women CEOs, supporting gender diversity and potentially achieving long-term capital appreciation. While its AUM is relatively small and its historical performance is limited, its unique investment strategy may resonate with investors seeking to promote social impact alongside financial returns. Potential investors should consider its liquidity and expense ratio, as well as the broader market conditions influencing its performance. Ultimately, it offers a differentiated approach to ESG investing focused on companies with women at the helm.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Morningstar
- ETF.com
- Company Filings
Disclaimers:
This information is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should conduct their own due diligence before investing.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Hypatia Women Ceo ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (including borrowings for investment purposes) in exchange-traded equity securities of U.S. companies that are led by a female Chief Executive Officer. The fund primarily invests in components of the Hypatia Women CEO Index (the "index"). The index tracks the performance of exchange-traded equity securities of U.S. companies that have market capitalizations of at least $500 million and are led by a female Chief Executive Officer.
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