WR

Corgi Funds$27.32 ()
AUM $949KER 0.35%NAV $27.13Holdings 30

Price Chart

Key Statistics

Previous Close

$27.25

Day Range

N/A

52-Week Range

$23.89$28.11

Avg Volume

416

Dividend Yield

Expense Ratio

0.35%

AUM

$949K

Shares Outstanding

125.7K

ETF Grades

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Sector Breakdown

SectorWeight %
Energy62.52%
Industrials28.20%
Technology8.98%
Basic Materials0.30%

Country Allocation

CountryWeight %
United States97.79%
Other2.00%
Puerto Rico0.21%

Fund Information

Category
Energy
Inception Date
May 6, 2026
Description
WR provides actively managed exposure to companies tied to defense spending, national security priorities, and energy security themes. The strategy focuses on businesses that may benefit from rising geopolitical tensions, increased military procurement, supply chain security concerns, and energy supply disruptions. Holdings may span defense systems, aerospace and military technologies, cybersecurity and intelligence platforms, as well as oil, gas, and related infrastructure businesses connected to global energy markets. Security selection combines thematic, quantitative, and bottom-up analysis, with emphasis placed on revenue exposure and positioning within these interconnected industries. The portfolio may include both US and international firms and can invest in less liquid opportunities aligned with the theme.

Similar ETFs

SymbolNameAUM
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USHYiShares Broad USD High Yield Corporate Bond ETF$28.36B
PYLDPIMCO Multisector Bond Active Exchange-Traded Fund$15.69B
JCPBJPMorgan Core Plus Bond ETF$14.69B

The Corgi U.S. War Machine ETF (WR) is an exchange-traded fund issued by Corgi Funds that launched on May 6, 2026. It currently manages $949K 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 Energy category.

Top 10 holdings represent 47.7% of the fund

RankSymbolNameWeight %SharesMarket Value
1XOMExxonMobil Holdings Corp8.65%497$82K
2CVXChevron Corp6.43%287$61K
3PLTRPalantir Technologies Inc5.26%301$50K
4RTXRTX Corp5.11%245$49K
5MPCMarathon Petroleum Corp4.05%98$38K
6COPConocoPhillips4.04%280$38K
7VLOValero Energy Corp3.98%98$38K
8PSXPhillips 663.81%140$36K
9LMTLockheed Martin Corp3.52%63$33K
10GDGeneral Dynamics Corp2.87%77$27K
11EOGEOG Resources Inc2.72%175$26K
12WMBWilliams Cos Inc/The2.61%343$25K
13HWMHowmet Aerospace Inc2.52%105$24K
14SLBSLB Ltd2.40%406$23K
15TRGPTarga Resources Corp2.37%77$22K

Detailed Returns

PeriodReturnETF
1D
1W
-0.25%
1M
-1.01%
3M
+8.97%
6M
+8.65%
YTD
+8.65%
1Y
+8.65%
3Y
+8.65%
5Y
+8.65%

Moving Averages

20-Day MA

$27.45

Below 20-Day MA
50-Day MA

$26.35

Above 50-Day MA
200-Day MA

$40.19

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$28.11

Current Price

$27.32

52-Week Low

$23.89

$23.89$28.11

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricWREnergy(146 ETFs)
Fund Info
Expense Ratio0.35%0.66%
AUM$949K$1.74B
Dividend Yield3.93%
Avg Volume416502.5K
Holdings30298
Performance
1-Month Return-2.17%+0.87%
6-Month Return+4.52%
YTD Return+23.28%
1-Year Return+24.64%

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