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The WisdomTree Berylls LeanVal Global Automotive Innovators index tracks companies worldwide that are active in and expected to benefit from the growth and transformation of the automotive sector. The stocks included are filtered according to ESG criteria (environmental, social and corporate governance).
WisdomTree Berylls LeanVal Global Automotive Innovators (1)
Equity (1466) World (398) Automobile (2) Future Mobility (7)
Replication |
Physical (Full replication) |
Legal structure | ETF |
Strategy risk | Long-only |
Fund currency | USD |
Currency risk |
Currency unhedged |
Volatility 1 year (in EUR) | - - |
Inception/ Listing Date | 22 September 2022 |
Distribution policy | Accumulating | |
Distribution frequency | - | |
Fund domicile | Ireland | |
Tax data | Bundesanzeiger |
Fund Structure | Open-ended Investment Company (OEIC) |
UCITS compliance | Yes |
Fund Provider | WisdomTree |
Administrator | State Street Fund Services (Ireland) Limited |
Investment Advisor | WisdomTree Management Ltd |
Custodian Bank | State Street Custodial Services (Ireland) Limited |
Revision Company | Ernst & Young |
Fiscal Year End | 31 December |
Swiss representative | Société Générale, Paris, Zweigniederlassung Zürich |
Swiss paying agent | Société Générale, Paris, Zweigniederlassung Zürich |
Germany | 30% tax rebate |
Switzerland | ESTV Reporting |
Austria | Tax Reporting Fund |
UK | UK Reporting |
Indextype | Total return index |
Swap counterparty | - |
Collateral manager | State Street Custodial Services (Ireland) Limited |
Securities lending | No |
Securities lending counterparty |
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Below you find information about the composition of the WisdomTree Global Automotive Innovators UCITS ETF USD Acc.
O'REILLY AUTOMOTIVE INC |
3.43%
|
AUTOZONE ORD |
3.20%
|
PACCAR INC |
3.09%
|
CUMMINS INC |
2.94%
|
FERRARI N.V. |
2.70%
|
GENERAL MOTORS CO |
2.66%
|
INFINEON TECHNOLOGIES AG |
2.65%
|
STELLANTIS NV ORD |
2.60%
|
FORD MOTOR CO |
2.58%
|
COPART ORD |
2.56%
|
Other |
100.00%
|