WATSCorgi Battery Energy Storage Systems ETF
Seeks capital appreciation.
By Corgi Funds · Launched 2026
0.35%
#1,655 of 5,913 · low cost
$0.5M
#5,746 of 5,913 · small
N/A
3 months
#5,437 of 5,913 · young
Performance
Total-return NAV · USDTotal-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 65.1% of fundconcentrated
Asset allocation
By sector
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsWorst peak-to-trough loss
Needs 3+ years of history
Needs 3+ years of history
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in common stock of companies materially involved in battery energy storage systems across any market capitalization. Focuses on U.S. and foreign companies, employing a bottom-up security selection process combining fundamental analysis with thematic and quantitative screening.
- Inception date
- May 5, 2026
- Fund family
- Corgi Funds
Similar funds
Same asset class, closest by strategy & exposureOur take
Structural notes on how this fund behaves. Read our guide on the 6 warning signs.
These usually launch after the gains are gone
A theme gets packaged into a fund after it has already run. Over the past 15 years, fewer than one in 10 thematic funds beat a broad global index, and more than three-quarters closed down entirely. The pitch always sounds good. The returns rarely follow.
Sources: Morningstar, 'Global Thematic Funds Landscape' (2022)
Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More
What's next?
You've looked at WATS. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-15