WBAT vs. AFLG ETF Comparison

Comparison of WisdomTree Battery Value Chain and Innovation Fund (WBAT) to Active Factor Large Cap ETF (AFLG)
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

$28.20

Average Daily Volume

2,157

Number of Holdings *

21

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

Active Factor Large Cap ETF

AFLG Description The investment seeks to provide capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (including investment borrowings) in U.S.-listed equity securities issued by large capitalization companies. The manager defines large capitalization companies as those that, at the time of investment, have a minimum market capitalization equal to or greater than the minimum market capitalization of a widely recognized index of large capitalization companies based upon the composition of the index at the time of investment. It is non-diversified.

Grade (RS Rating)

Last Trade

$35.73

Average Daily Volume

35,934

Number of Holdings *

248

* may have additional holdings in another (foreign) market
Performance
Period WBAT AFLG
30 Days 1.36% 4.50%
60 Days 10.31% 5.60%
90 Days 8.98% 7.89%
12 Months -2.79% 37.65%
6 Overlapping Holdings
Symbol Grade Weight in WBAT Weight in AFLG Overlap
APH A 0.27% 0.58% 0.27%
CAT B 0.57% 0.56% 0.56%
LMT D 0.37% 0.34% 0.34%
MMM D 0.28% 0.55% 0.28%
QCOM F 0.8% 0.88% 0.8%
TDG D 0.36% 0.0% 0.0%
WBAT Overweight 15 Positions Relative to AFLG
Symbol Grade Weight
BE B 7.65%
JOBY B 4.26%
ENS D 3.38%
CHPT F 3.16%
SQM F 1.62%
JCI C 1.4%
TSLA B 1.28%
APTV D 0.53%
F C 0.42%
HMC F 0.42%
TM D 0.39%
GM B 0.37%
MCHP D 0.36%
ADI D 0.26%
TXN C 0.23%
WBAT Underweight 242 Positions Relative to AFLG
Symbol Grade Weight
AAPL C -7.06%
NVDA C -5.45%
MSFT F -4.6%
GOOGL C -2.04%
META D -1.8%
AMZN C -1.78%
BRK.A B -1.57%
APP B -1.29%
AVGO D -1.27%
VST B -1.26%
HIG B -1.11%
MO A -0.99%
NFLX A -0.91%
COST B -0.9%
UHS D -0.89%
PG A -0.84%
ABBV D -0.82%
NRG B -0.81%
FICO B -0.8%
RL B -0.79%
AFL B -0.75%
XOM B -0.74%
BK A -0.73%
PGR A -0.73%
CTAS B -0.7%
JNJ D -0.7%
EME C -0.68%
BSX B -0.68%
ELV F -0.67%
RS B -0.66%
SNA A -0.63%
NTAP C -0.63%
CEG D -0.62%
MRK F -0.62%
WMT A -0.61%
FFIV B -0.6%
CRM B -0.59%
BMY B -0.58%
CL D -0.58%
SPG B -0.58%
PEG A -0.57%
COR B -0.57%
GILD C -0.57%
GDDY A -0.55%
ETN A -0.55%
CMCSA B -0.55%
FOXA B -0.55%
MCK B -0.53%
PHM D -0.52%
FE C -0.52%
ECL D -0.52%
CMI A -0.51%
MAS D -0.5%
VZ C -0.49%
HPQ B -0.49%
TT A -0.49%
STLD B -0.47%
MAA B -0.47%
BBY D -0.47%
NVR D -0.47%
TPR B -0.47%
KR B -0.47%
HWM A -0.46%
CVX A -0.45%
CTSH B -0.45%
VICI C -0.44%
IBM C -0.44%
CSCO B -0.44%
GLPI C -0.42%
CF B -0.42%
CNA B -0.42%
LLY F -0.42%
WSM B -0.41%
GRMN B -0.41%
AXP A -0.41%
ICE C -0.4%
PCAR B -0.39%
MSI B -0.39%
CSL C -0.39%
HSIC B -0.39%
IBKR A -0.39%
WAB B -0.38%
CBOE B -0.38%
TJX A -0.38%
AOS F -0.38%
NUE C -0.37%
HST C -0.37%
HLT A -0.36%
TRGP B -0.36%
PKG A -0.36%
FIS C -0.36%
RHI B -0.36%
OC A -0.36%
TMUS B -0.35%
PM B -0.35%
AMAT F -0.34%
IP B -0.34%
BLDR D -0.33%
KO D -0.33%
WELL A -0.32%
CMG B -0.32%
EA A -0.32%
DHI D -0.32%
LEN D -0.32%
ADBE C -0.31%
VLO C -0.31%
LOW D -0.31%
V A -0.3%
BRO B -0.3%
EVRG A -0.29%
RF A -0.29%
WU D -0.29%
SYF B -0.29%
DVN F -0.29%
AIG B -0.28%
VSCO B -0.28%
DECK A -0.28%
BKNG A -0.28%
CFG B -0.27%
UNH C -0.27%
OGN D -0.27%
MANH D -0.25%
SOLV C -0.25%
MTCH D -0.25%
ED D -0.25%
LII A -0.25%
ERIE D -0.24%
FDX B -0.24%
EIX B -0.23%
CME A -0.23%
ZM B -0.23%
PH A -0.23%
KEYS A -0.22%
INCY C -0.22%
ACN C -0.22%
MA C -0.21%
VRSN F -0.21%
VTR C -0.21%
ALNY D -0.21%
WPC D -0.21%
EXPE B -0.21%
NWSA B -0.2%
GWW B -0.2%
TROW B -0.2%
SWKS F -0.2%
PPG F -0.19%
SHW A -0.19%
CNC D -0.19%
CVS D -0.18%
JBL B -0.18%
L A -0.18%
T A -0.18%
HUM C -0.17%
BAH F -0.17%
BEN C -0.17%
AZO C -0.17%
ACGL D -0.17%
TOL B -0.16%
AMP A -0.16%
GL B -0.16%
AIZ A -0.16%
LKQ D -0.16%
VRT B -0.16%
CI F -0.15%
EG C -0.15%
CPT B -0.15%
GE D -0.15%
SYK C -0.15%
ULTA F -0.14%
DELL C -0.14%
MPC D -0.13%
BBWI D -0.13%
ANET C -0.13%
LDOS C -0.13%
SO D -0.13%
IT C -0.12%
FI A -0.12%
CAH B -0.11%
SCCO F -0.11%
RPM A -0.11%
RMD C -0.1%
GEN B -0.1%
EQR B -0.1%
VTRS A -0.1%
EBAY D -0.1%
KHC F -0.1%
KLAC D -0.1%
ETSY D -0.09%
PSX C -0.09%
PRU A -0.09%
SSNC B -0.09%
CRBG B -0.09%
BLK C -0.09%
LH C -0.09%
ALL A -0.08%
TPL A -0.08%
J F -0.08%
DXC B -0.08%
MOH F -0.08%
SPGI C -0.08%
BG F -0.07%
LYB F -0.07%
IPG D -0.07%
CVNA B -0.07%
TXT D -0.07%
ROL B -0.06%
SNPS B -0.06%
DINO D -0.06%
DASH A -0.06%
WSO A -0.06%
ADM D -0.06%
ZION B -0.06%
ORLY B -0.06%
UDR B -0.05%
PPL B -0.05%
NXPI D -0.05%
DPZ C -0.05%
ESS B -0.05%
AVB B -0.05%
WTW B -0.05%
QRVO F -0.05%
MCO B -0.05%
EPAM C -0.05%
CDNS B -0.05%
STT A -0.05%
PSA D -0.05%
KMB D -0.05%
PINS D -0.04%
AMCR D -0.04%
PFG D -0.04%
HOLX D -0.04%
ROST C -0.04%
IVZ B -0.04%
MET A -0.04%
DKS C -0.04%
UTHR C -0.04%
MOS F -0.03%
CDW F -0.03%
WBA F -0.03%
BWA D -0.03%
ALLE D -0.01%
EQH B -0.0%
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