WBAT vs. ACES ETF Comparison

Comparison of WisdomTree Battery Value Chain and Innovation Fund (WBAT) to ALPS Clean Energy ETF (ACES)
WBAT

WisdomTree Battery Value Chain and Innovation Fund

WBAT Description

WisdomTree Battery Value Chain and Innovation Fund is an exchange traded fund launched by WisdomTree Investments, Inc. The fund is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. It invests in public equity markets of global region. The fund invests in stocks of companies operating across battery and energy storage solutions and innovation sectors. It invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the WisdomTree Battery Value Chain and Innovation Index, by using representative sampling technique. WisdomTree Battery Value Chain and Innovation Fund is domiciled in the United States.

Grade (RS Rating)

Last Trade

$27.60

Average Daily Volume

2,139

Number of Holdings *

23

* may have additional holdings in another (foreign) market
ACES

ALPS Clean Energy ETF

ACES Description The investment seeks investment results that correspond (before fees and expenses) generally to the performance of its underlying index, the CIBC Atlas Clean Energy Index (ticker symbol NACEX) (the "underlying index"). The fund will invest at least 80% of its net assets in securities that comprise the underlying index. The underlying index utilizes a rules-based methodology developed by CIBC National Trust Company (the "index provider"), which is designed to provide exposure to a diverse set of U.S. and Canadian companies involved in the clean energy sector including renewables and clean technology. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$27.05

Average Daily Volume

126,745

Number of Holdings *

28

* may have additional holdings in another (foreign) market
Performance
Period WBAT ACES
30 Days 1.68% -5.47%
60 Days 10.18% -7.12%
90 Days 10.93% -5.36%
12 Months -3.64% -12.13%
1 Overlapping Holdings
Symbol Grade Weight in WBAT Weight in ACES Overlap
ALB B 0.65% 6.6% 0.65%
WBAT Overweight 22 Positions Relative to ACES
Symbol Grade Weight
ACHR B 3.3%
JOBY B 3.26%
BE A 2.89%
BLNK F 2.32%
ENS D 2.16%
BA D 1.26%
BDC B 0.65%
SQM D 0.62%
PRIM A 0.6%
SLDP F 0.59%
LMT D 0.59%
APH B 0.56%
AI B 0.53%
ADI D 0.52%
QCOM F 0.42%
MCHP F 0.41%
APTV F 0.33%
MMM D 0.33%
ABBV F 0.27%
TDG D 0.24%
TM F 0.19%
HMC F 0.19%
WBAT Underweight 27 Positions Relative to ACES
Symbol Grade Weight
TSLA B -7.71%
ITRI B -6.19%
DAR C -5.74%
ORA B -5.4%
FSLR F -4.32%
RIVN F -3.95%
HASI F -3.76%
ENPH F -2.74%
CWEN C -2.64%
RUN F -2.56%
LCID F -2.35%
PLUG F -2.01%
ANDE F -1.85%
NEP F -1.81%
AMSC C -1.62%
FLNC C -1.55%
ASPN F -1.44%
WOLF F -1.28%
ARRY F -1.16%
AMRC F -1.03%
SHLS F -1.0%
REX D -0.89%
GPRE F -0.85%
EOSE D -0.61%
CLNE F -0.59%
CHPT F -0.54%
NOVA F -0.5%
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