WATS

Corgi Funds$20.94+0.23 (+1.11%)
AUM $517KER 0.35%NAV $20.69Holdings 30

Price Chart

Key Statistics

Previous Close

$20.71

Day Range

$20.94$20.95

52-Week Range

$18.42$32.27

Avg Volume

492

Dividend Yield

Expense Ratio

0.35%

AUM

$517K

Shares Outstanding

Sector Breakdown

SectorWeight %
Industrials39.77%
Consumer Cyclical23.79%
Technology14.22%
Utilities13.88%
Basic Materials8.33%

Country Allocation

CountryWeight %
United States89.30%
Chile4.26%
Israel3.46%
Other2.98%

Fund Information

Category
Industrials
Inception Date
May 5, 2026
Description
WATS seeks capital appreciation by actively managing a portfolio of companies materially involved in battery energy storage systems, supporting electric grids, renewable integration, peak demand management, backup power, and electrification. The fund considers companies deriving significant revenue from this theme, spanning battery cells and packs, management systems, power electronics, thermal management, energy software, grid services, project development, and recycling. The fund invests in US and non-US companies of any market cap, using a bottom-up process combining fundamental analysis with thematic and quantitative screening. Other factors include supply chain positioning, growth potential, and valuation. Up to 15% may be allocated to illiquid investments, including passive minority interests in special purpose vehicles (SPVs). The fund may hold cash, cash equivalents, or short-term US Treasuries for liquidity and portfolio management.

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The Corgi ETF Trust I - Corgi Battery Energy Storage Systems ETF (WATS) is an exchange-traded fund issued by Corgi Funds that launched on May 5, 2026. It currently manages $517K in assets under management. The fund charges an expense ratio of 0.35%. The fund holds 30 securities in its portfolio. It falls under the Industrials category.

Top 10 holdings represent 63.7% of the fund

RankSymbolNameWeight %SharesMarket Value
1TSLATesla Inc16.66%237$86K
2BEBloom Energy Corp10.99%220$57K
3ENPHEnphase Energy Inc6.52%915$34K
4ENSEnerSys5.36%155$28K
5NRGVEnergy Vault Holdings Inc4.63%5,684$24K
6SQMSociedad Quimica y Minera de Chile SA4.27%305$22K
7AESAES Corp/The4.10%1,432$21K
8ALBAlbemarle Corp3.76%160$19K
9RUNSunrun Inc3.71%2,221$19K
10SEDGSolarEdge Technologies Inc3.66%515$19K
11GNRCGenerac Holdings Inc3.44%98$18K
12SLDPSolid Power Inc3.32%6,946$17K
13ABATAmerican Battery Technology Co3.29%6,654$17K
14EOSEEos Energy Enterprises Inc3.27%4,233$17K
15First American Government Obligations Fund 12/01/20313.07%15,895$16K

Detailed Returns

PeriodReturnETF
1D
+1.11%
1W
+0.06%
1M
-3.25%
3M
-24.60%
6M
-21.64%
YTD
-21.64%
1Y
-21.64%
3Y
-21.64%
5Y
-21.64%

Moving Averages

20-Day MA

$20.68

Above 20-Day MA
50-Day MA

$21.30

Below 50-Day MA
200-Day MA

$24.20

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$32.27

Current Price

$20.94

52-Week Low

$18.42

$18.42$32.27

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricWATSIndustrials(359 ETFs)
Fund Info
Expense Ratio0.35%0.70%
AUM$517K$4.89B
Dividend Yield2.32%
Avg Volume492190.4K
Holdings30284
Performance
1-Month Return-4.90%
6-Month Return-0.59%
YTD Return+9.27%
1-Year Return+8.97%

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