WDE

Principal Funds
AUM $19.7MER 0.19%NAV $24.74Holdings 48

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

$24.83$25.44

Avg Volume

6

Dividend Yield

Expense Ratio

0.19%

AUM

$19.7M

Shares Outstanding

Country Allocation

CountryWeight %
United States100.05%

Fund Information

Inception Date
May 20, 2026
Description
WDE provides exposure to securitized credit instruments through an actively managed ETF. This includes investment-grade agency and non-agency mortgage-backed securities (MBS), asset-backed securities (ABS), and other similar instruments. It may also hold other fixed-income securities, cash, and cash equivalents, and invest in derivatives for hedging, tactical positioning, and duration management. While the fund is not managed to a specific maturity, it targets an average portfolio duration within +/- 50% of a custom index. The portfolio management process combines top-down and bottom-up analysis, utilizing fundamental, technical, and valuation methods to evaluate securitized debt sectors, risks, and opportunities. Each position is selected to align with client objectives. The actively managed ETF is designed to generate current income, with a secondary goal of capital appreciation, during periods of corporate credit spread widening.

The Principal Exchange-Traded Funds - Principal Securitized Debt ETF (WDE) is an exchange-traded fund issued by Principal Funds that launched on May 20, 2026. It currently manages $19.7M in assets under management. The fund charges an expense ratio of 0.19%. The fund holds 48 securities in its portfolio.

Top 10 holdings represent 46.4% of the fund

RankSymbolNameWeight %SharesMarket Value
1MSWF COMMERCIAL MORTGAGE TRUST MSWF 2023 1 A55.06%1,000,000$1.0M
2HONDA AUTO RECEIVABLES OWNER T HAROT 2024 1 A45.03%1,000,000$1.0M
3GREAT AMERICA LEASING RECEIVAB GALC 2025 1 A3 144A4.99%1,000,000$997K
4ENTERPRISE FLEET FINANCING LLC EFF 2025 4 A3 144A4.92%1,000,000$984K
5GGP TRUST GGP 2026 SSP A 144A4.90%1,000,000$980K
6CONE COMMERCIAL MORTGAGE TRUST CONE 2026 DFW3 A 144A4.88%1,000,000$975K
7PG+E RECOVERY FND LLC SR SECURED 01/40 5.2564.86%1,000,000$971K
8GLS AUTO SELECT RECEIVABLES TR GSAR 2026 1A A2 144A4.21%847,607$841K
9MORGAN STANLEY CAPITAL I TRUST MSC 2016 UBS9 AS3.91%787,563$782K
10BFLD TRUST BFLD 2025 5MW A 144A3.64%750,000$728K
11VOLKSWAGEN AUTO LEASE TRUST VWALT 2025 B A33.64%732,000$728K
12GS MORTGAGE SECURITIES TRUST GSMS 2020 GC47 XA3.20%19,365,661$641K
13TREASURY BILL 12/26 0.000002.83%572,500$566K
14BANK BANK 2026 BNK52 XA2.44%8,997,234$488K
15NYC COMMERCIAL MORTGAGE TRUST NYC 2026 7W34 A 144A2.42%500,000$484K

Detailed Returns

PeriodReturnETF
1D
1W
-0.20%
1M
-1.04%
3M
-1.88%
6M
-1.06%
YTD
-1.06%
1Y
-1.06%
3Y
-1.06%
5Y
-1.06%

Moving Averages

20-Day MA

$25.00

50-Day MA

$25.08

200-Day MA

$25.14

Price with Moving Averages

Support & Resistance

52-Week High

$25.44

Current Price

52-Week Low

$24.83

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

No category data available for comparison.

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