WEPN

Nicholasx$46.10+3.74 (+8.82%)
AUM $6.4MER 1.11%NAV $42.77Holdings 107

Price Chart

Key Statistics

Previous Close

$42.36

Day Range

$42.70$46.10

52-Week Range

$25.00$49.55

Avg Volume

2.8K

Dividend Yield

Expense Ratio

1.11%

AUM

$6.4M

Shares Outstanding

50.0K

ETF Grades

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Sector Breakdown

SectorWeight %
Industrials32.55%
Technology27.34%
Financial Services23.35%
Basic Materials14.14%
Energy2.89%
Cash & Others-0.27%

Country Allocation

CountryWeight %
United States98.42%
Chile2.32%

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.

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IWRiShares Russell Mid-Cap ETF$54.39B
XLIState Street Industrial Select Sector SPDR ETF$30.82B

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 $6.4M 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 45.2% of the fund

RankSymbolNameWeight %SharesMarket Value
1CRWDCrowdstrike Holdings Inc6.84%735$529K
2PANWPalo Alto Networks Inc6.77%1,875$524K
3DBBInvesco DB Base Metals Fund6.02%17,762$466K
4ONDSOndas Inc4.22%27,256$326K
5SLXVanEck Steel ETF4.07%2,816$315K
6AVAVAeroVironment Inc3.74%1,413$289K
7PLTRPalantir Technologies Inc3.58%1,953$277K
8GDGeneral Dynamics Corp3.42%775$265K
9AXONAxon Enterprise Inc3.27%493$253K
10BWXTBWX Technologies Inc3.21%1,302$248K
11CACICACI International Inc3.10%451$240K
12RTXRTX Corp3.09%1,332$239K
13LITGlobal X Lithium & Battery Tech ETF3.04%2,822$235K
14PPLTabrdn Physical Platinum Shares ETF3.02%13,561$233K
15CPERUnited States Copper Index Fund3.01%5,862$233K
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
+8.82%
1W
-4.87%
1M
-0.02%
3M
-7.37%
6M
+78.63%
YTD
+78.63%
1Y
+78.63%
3Y
+78.63%
5Y
+78.63%

Moving Averages

20-Day MA

$45.25

Above 20-Day MA
50-Day MA

$45.02

Above 50-Day MA
200-Day MA

$45.26

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$49.55

Current Price

$46.10

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(391 ETFs)Defense(33 ETFs)
Fund Info
Expense Ratio1.11%0.69%0.59%
AUM$6.4M$2.39B$2.73B
Dividend Yield2.07%1.90%
Avg Volume2.8K231.1K510.8K
Holdings107250490
Performance
1-Month Return-0.80%+0.55%+2.91%
6-Month Return+13.32%+15.49%
YTD Return+13.82%+14.32%
1-Year Return+28.59%+31.03%

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