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WCAPWarcap Unconstrained Equity ETF

Grow my moneyNewRanked #2,391 of 2,992 in this goal

Seeks long-term growth of capital.

By Spinnaker ETF Trust · Launched 2025

Annual Cost

1.00%

#5,189 of 5,854 · expensive

Fund Size

$64M

#3,401 of 5,854 · mid-size

Return (1Y)Goal

N/A

Track Record

11 months

#4,630 of 5,854 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,129-8.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 51.7% of fundmoderately concentrated

UMB MONEY MARKETAMBXX
14.5%
Costco Wholesale Cor
5.2%
Netflix Inc
4.7%
Taiwan Semiconductor
4.7%
Tesla Inc
4.5%
First Solar IncFSLR
3.8%
Alphabet Inc
3.6%
Nasdaq IncNDAQ
3.6%
VERTIV HOLDINGS
3.6%
STERLING CONSTRUCT
3.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-15.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term growth of capital.
Strategy
Actively manages a portfolio primarily invested in equities of any market capitalization, focusing on long-term growth through macroeconomic data and fundamental analysis. The Fund does not seek to replicate an index and may have exposure to a limited number of sectors.
Inception date
September 11, 2025
Fund family
Spinnaker ETF Trust

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Data updated on 2026-08-03