Skip to content
Beacon

WTIUMicroSectors Energy 3X Leveraged ETN

Take a bet#292 of 761 for Take a bet

The notes are designed to reflect a 3x leveraged long exposure to the performance of the index on a daily basis, before taking into account the negative effect of the Daily Investor Fee, the Daily Financing Charge and the Redemption Fee Amount, if applicable. However, due to the daily resetting leverage, the returns on the notes over different periods of time can, and most likely will, differ significantly from three times the return on a direct long investment in the index.

BMO Capital Markets · Since 2023 (3 years)

Annual Cost

0.95%

#4471 out of 5,332 ETFs

Fund Size

$34M

#3668 out of 5,332 ETFs

Dividend Yield

0.00%

Track Record

3 years

#3028 out of 5,332 ETFs

Performance

1 Year

+151.3%

3 Years

+1.3%

5 Years

N/A

What's inside

Asset class
Strategy
leveraged

Asset allocation

Stocks
100.0%

Top holdings

Exxon Mobil CorpXOM15.3%
Chevron CorpCVX14.9%
ConocoPhillipsCOP11.8%
Valero Energy CorpVLO8.3%
Occidental Petroleum CorpOXY7.7%
EOG Resources IncEOG7.6%
EQT CorpEQT7.4%
Marathon Petroleum CorpMPC6.2%
Devon Energy CorpDVN5.6%
Expand Energy Corp Ordinary Shares - NewEXE5.4%

Risk profile

Volatility (1Y)

64.8%

High

Max drawdown

-75.7%

Worst peak-to-trough loss

Sharpe (3Y)

0.32

Below average

Sortino (3Y)

0.43

Moderate downside risk

Similar ETFs

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Leveraged
Warning

Leveraged ETF — not a long-term hold

This fund uses leverage to amplify daily returns (e.g. 2x or 3x of an index). Daily rebalancing creates volatility decay — over weeks and months, the fund's return drifts from the stated multiple. In trending markets with low realised volatility, leveraged index ETFs can outperform their nominal multiple; in sideways or volatile markets they bleed. Designed for short-term tactical use, not buy-and-hold.

Source: Cheng & Madhavan, 'The Dynamics of Leveraged and Inverse ETFs' (2009)

Why we flagged this: strategy=leveraged + leveraged_name_or_strategy

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

Data updated on 2026-05-05