WSGEWarren Street Global Equity ETF
Seeks long-term capital appreciation.
By Warren Street Wealth Advisors · Launched 2025
Annual Cost
0.80%
#4,189 of 5,562 · expensive
Fund Size
$61M
#3,391 of 5,562 · mid-size
Return (1Y)Goal
N/A
Track Record
6 months
#5,055 of 5,562 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,181+11.8%
Total-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 47.9% of fund✓ diversified through underlying funds
iShares Global Equity Factor ETFGLOF
13.8%
iShares MSCI ACWI ex U.S. ETFACWX
8.0%
Vanguard S&P 500 ETFVOO
5.9%
iShares Core S&P 500 ETFIVV
5.5%
State Street SPDR MSCI EAFE StrategicFactors ETFQEFA
3.4%
NVIDIA CorpNVDA
2.7%
Wisdomtree Emerging Markets EX-State-Owned Enterprises FundXSOE
2.3%
Vanguard Total World Stock ETFVT
2.2%
Apple IncAAPL
2.2%
State Street SPDR S&P 500 ETF TrustSPY
1.9%
Asset allocation
Stocks
99.4%
Other
1.9%
By sector
Technology
22.3%
Financial Services
17.5%
Industrials
15.4%
Consumer Cyclical
10.5%
Healthcare
9.2%
Communication
6.1%
Consumer Defensive
5.9%
Basic Materials
4.1%
Other
8.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-9.2%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Where to buy
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively managed fund investing in global equity securities across all company sizes. Focuses on a core allocation for broad market exposure, supplemented by strategic factor-based investments to enhance risk-adjusted returns.
- Inception date
- December 8, 2025
- Fund family
- Warren Street Wealth Advisors
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Data updated on 2026-06-19