WCEOHypatia Women CEO ETF
Seeks capital appreciation.
By Hypatia Capital Group · Launched 2023
Annual Cost
0.85%
#4,678 of 6,040 · expensive
Fund Size
$13M
#4,842 of 6,040 · small
Return (1Y)
+17.3%
Track Record
3 years
#2,839 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,734+17.3%
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
Holdings
By weightConcentration
Top 10 holdings = 12.5% of funddiversified
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
100.1%
By sector
Financial Services
18.3%
Technology
15.8%
Consumer Cyclical
14.5%
Industrials
13.1%
Healthcare
10.7%
Energy
6.3%
Real Estate
6.2%
Basic Materials
5.0%
Other
10.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.1%Moderate
Year-on-year price swings
Max drawdown
-25.9%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.66Decent risk-adjusted returns
Sortino (3Y)
1.00Moderate 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
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18