WEPN

Nicholasx$40.32-0.20 (-0.49%)
AUM $7.2MER 1.11%NAV $40.92Holdings 107

Price Chart

Key Statistics

Previous Close

$40.52

Day Range

$40.32$40.46

52-Week Range

$25.00$49.55

Avg Volume

2.4K

Dividend Yield

Expense Ratio

1.11%

AUM

$7.2M

Shares Outstanding

50.0K

ETF Grades

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Sector Breakdown

SectorWeight %
Industrials34.29%
Technology30.30%
Financial Services24.41%
Basic Materials10.53%
Energy2.45%
Cash & Others-1.97%

Country Allocation

CountryWeight %
United States98.50%
Chile2.13%
Virgin Islands (British)1.35%

Fund Information

Issuer
Nicholasx
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$224.00B
VBVanguard Small-Cap ETF$188.20B
IJHiShares Core S&P Mid-Cap ETF$122.14B
VXFVanguard Extended Market ETF$97.70B
XLIState Street Industrial Select Sector SPDR ETF$33.19B

The Nicholas Defense and Rare Earth Income ETF (WEPN) is an exchange-traded fund issued by Nicholasx that launched on Mar 3, 2026. It currently manages $7.2M 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 56.5% of the fund

RankSymbolNameWeight %SharesMarket Value
1PANWPalo Alto Networks Inc9.77%2,127$693K
2CRWDCrowdstrike Holdings Inc8.62%3,331$611K
3DBBInvesco DB Base Metals Fund7.02%20,155$498K
4SPCXSpace Exploration Technologies Corp6.90%4,138$489K
5SLXVanEck Steel ETF4.59%3,195$325K
6RTXRTX Corp4.45%1,510$316K
7AXONAxon Enterprise Inc3.88%559$275K
8PLTRPalantir Technologies Inc3.85%2,215$273K
9LMTLockheed Martin Corp3.77%470$267K
10BWXTBWX Technologies Inc3.68%1,477$261K
11CPERUnited States Copper Index Fund3.59%6,651$254K
12AVAVAeroVironment Inc3.59%1,602$254K
13ONDSOndas Inc3.46%30,929$245K
14CACICACI International Inc3.46%510$245K
15NOCNorthrop Grumman Corp3.14%418$223K
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
-0.49%
1W
+0.02%
1M
-4.49%
3M
-9.39%
6M
+60.82%
YTD
+60.82%
1Y
+60.82%
3Y
+60.82%
5Y
+60.82%

Moving Averages

20-Day MA

$41.89

Below 20-Day MA
50-Day MA

$43.51

Below 50-Day MA
200-Day MA

$44.40

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$49.55

Current Price

$40.32

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(346 ETFs)Defense(33 ETFs)
Fund Info
Expense Ratio1.11%0.68%0.59%
AUM$7.2M$3.24B$2.81B
Dividend Yield2.12%1.90%
Avg Volume2.4K207.9K324.4K
Holdings107243477
Performance
1-Month Return-2.74%-1.87%-1.18%
6-Month Return-15.41%+6.54%-1.78%
YTD Return+9.72%+9.25%
1-Year Return+10.86%+9.32%

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