WCEOHypatia Women CEO ETF
Seeks capital appreciation.
By Hypatia Capital Group · Launched 2023
Annual Cost
0.85%
#4,507 of 5,854 · expensive
Fund Size
$10M
#4,870 of 5,854 · small
Return (1Y)Goal
+25.5%
Track Record
3 years
#2,825 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,691+26.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Active selection
Index tracked
Hypatia Women CEO Index
What it actually holds
By weightConcentration
Top 10 holdings = 12.5% of fund✓ well diversified
MARATHON PETROLEUM CORP
1.5%
INTERNATIONAL SEAWAYS INC
1.5%
SOLARIS ENERGY INFRASTRUCTURE INC
1.5%
OCCIDENTAL PETROLEUM CORP
1.4%
KINDER MORGAN INC
1.4%
ADVANCED MICRO DEVICES INC
1.1%
PAGERDUTY INC
1.0%
FLEX LTD
1.0%
NEXTNAV INC
1.0%
HUBSPOT INC
1.0%
Asset allocation
Stocks
99.7%
Cash
0.3%
By sector
Technology
17.3%
Financial Services
16.9%
Consumer Cyclical
15.5%
Industrials
12.7%
Healthcare
11.8%
Real Estate
6.2%
Energy
6.0%
Basic Materials
4.0%
Other
9.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.8%Moderate
Year-on-year price swings
Max drawdown
-25.9%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.56Decent risk-adjusted returns
Sortino (3Y)
0.84Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in exchange-traded equity securities of U.S. companies led by female Chief Executive Officers, targeting companies with market capitalizations of at least $500 million. The Fund may also invest in companies of any size with female Executive Chairpersons.
- Inception date
- January 6, 2023
- Fund family
- Hypatia Capital Group
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Data updated on 2026-08-03