WSGEWarren Street Global Equity ETF
Seeks long term capital appreciation.
By Warren Street Wealth Advisors · Launched 2025
Annual Cost
0.80%
#4,362 of 5,861 · expensive
Fund Size
$61M
#3,450 of 5,861 · mid-size
Return (1Y)Goal
N/A
Track Record
8 months
#4,951 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,127+11.3%
Total-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 = 57.3% of fund✓ diversified through underlying funds
iShares Global Equity Factor ETFGLOF
16.6%
Vanguard S&P 500 ETFVOO
9.2%
iShares MSCI ACWI ex U.S. ETFACWX
8.1%
iShares Core S&P 500 ETFIVV
5.5%
Avantis Emerging Markets Equity ETFAVEM
4.2%
State Street SPDR Portfolio Developed World ex-US ETFSPDW
3.8%
State Street SPDR MSCI EAFE StrategicFactors ETFQEFA
3.4%
Wisdomtree Emerging Markets EX-State-Owned Enterprises FundXSOE
2.4%
Vanguard Total World Stock ETFVT
2.2%
iShares Core S&P Mid-Cap ETFIJH
2.0%
Asset allocation
Stocks
99.5%
Cash
0.5%
Other
0.0%
By sector
Technology
28.8%
Financial Services
17.3%
Industrials
11.2%
Healthcare
9.7%
Consumer Cyclical
9.3%
Communication
6.6%
Consumer Defensive
5.0%
Basic Materials
3.8%
Other
8.3%
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
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks long term capital appreciation.
- Strategy
- Actively manages a portfolio of equity securities selected by Warren Street Wealth Advisors, LLC, providing exposure to companies of all sizes located around the world. Invests primarily in equity securities, including common and preferred stocks, depositary receipts, and ETFs, with a core allocation for broad-based global equity market exposure.
- Inception date
- December 8, 2025
- Fund family
- Warren Street Wealth Advisors
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Data updated on 2026-08-04