WEPN

$45.05+0.76 (+1.72%)
AUM $2.5MER 1.11%NAV $49.39Holdings 107

Price Chart

Key Statistics

Previous Close

$44.29

Day Range

$44.15$45.05

52-Week Range

$25.00$49.55

Avg Volume

4.3K

Dividend Yield

Expense Ratio

1.11%

AUM

$2.5M

Shares Outstanding

50.0K

ETF Grades

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Sector Breakdown

SectorWeight %
Industrials38.12%
Financial Services24.93%
Technology21.44%
Basic Materials14.31%
Energy3.37%
Cash & Others-2.16%

Country Allocation

CountryWeight %
United States99.73%
Chile2.42%

Fund Information

Category
Industrials
Inception Date
Mar 3, 2026
Exchange
NYSE_ARCA
Description
The Nicholas Defense and Rare Earth Income ETFs (the Fund) primary investment objective is to seek capital appreciation. The Funds secondary investment objective is to seek current income.

Similar ETFs

SymbolNameAUM
VOVanguard Mid-Cap ETF$198.30B
VBVanguard Small-Cap ETF$164.60B
IJHiShares Core S&P Mid-Cap ETF$115.60B
VXFVanguard Extended Market ETF$81.60B
IWRiShares Russell Mid-Cap ETF$52.10B

The Nicholas Defense and Rare Earth Income ETF (WEPN) is an exchange-traded fund that launched on Mar 3, 2026. It currently manages $2.5M in assets under management. The fund charges an expense ratio of 1.11%. The fund holds 107 securities in its portfolio. It falls under the Industrials category.

Top 10 holdings represent 42.5% of the fund

RankSymbolNameWeight %SharesMarket Value
1DBBInvesco DB Base Metals Fund6.27%15,295$385K
2PANWPalo Alto Networks Inc4.70%1,615$288K
3CRWDCrowdstrike Holdings Inc4.63%635$285K
4BWXTBWX Technologies Inc4.09%1,125$251K
5ONDSOndas Inc4.04%23,515$248K
6SLXVanEck Steel ETF4.02%2,430$247K
7PLTRPalantir Technologies Inc3.93%1,685$241K
8AVAVAeroVironment Inc3.90%1,220$239K
9PPLTabrdn Physical Platinum Shares ETF3.48%1,170$214K
10GDGeneral Dynamics Corp3.42%670$210K
11LHXL3Harris Technologies Inc3.36%650$206K
12LITGlobal X Lithium & Battery Tech ETF3.32%2,435$204K
13CACICACI International Inc3.28%390$201K
14RTXRTX Corp3.26%1,150$200K
15HIIHuntington Ingalls Industries Inc3.17%542$195K
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
+1.72%
1W
-2.73%
1M
+8.13%
3M
+80.20%
6M
+80.20%
YTD
+80.20%
1Y
+80.20%
3Y
+80.20%
5Y
+80.20%

Moving Averages

20-Day MA

$44.70

Above 20-Day MA
50-Day MA

$45.49

Below 50-Day MA
200-Day MA

$45.49

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$49.55

Current Price

$45.05

52-Week Low

$25.00

$25.00$49.55

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricWEPNIndustrials(380 ETFs)Defense(33 ETFs)
Fund Info
Expense Ratio1.11%0.64%0.59%
AUM$2.5M$3.14B$2.65B
Dividend Yield2.03%1.90%
Avg Volume4.3K220.7K449.2K
Holdings107265490
Performance
1-Month Return-2.48%+6.01%-0.02%
6-Month Return+11.21%+6.87%
YTD Return+10.60%+8.60%
1-Year Return+41.06%+48.16%

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