WTRE vs. STNC ETF Comparison

Comparison of WisdomTree New Economy Real Estate Fund (WTRE) to Stance Equity ESG Large Cap Core ETF (STNC)
WTRE

WisdomTree New Economy Real Estate Fund

WTRE Description

Watford Holdings Ltd., together with its subsidiaries, operates as a property and casualty insurance and reinsurance company worldwide. The company offers casualty reinsurance products, such as executive assurance, medical malpractice liability, other professional liability, workers' compensation, excess and umbrella liability, and excess auto liability; other specialty reinsurance, including personal and commercial auto, mortgage, surety, accident and health, workers' compensation catastrophe, agriculture and marine, and aviation; and property catastrophe reinsurance, as well as other insurance programs comprising general liability, umbrella liability, professional liability, personal and commercial automobile, and inland marine and property business with minimal catastrophe exposure. The company was incorporated in 2013 and is headquartered in Pembroke, Bermuda. As of July 1, 2021, Watford Holdings Ltd. was taken private.

Grade (RS Rating)

Last Trade

$17.49

Average Daily Volume

3,999

Number of Holdings *

22

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

Stance Equity ESG Large Cap Core ETF

STNC Description The Fund is an actively managed exchange-traded fund (“ETF”) that will invest, under normal circumstances at least 80% of the value of its net assets (plus the amount of any borrowings for investment purposes) in exchange-traded equity securities of U.S. large capitalization issuers that meet environmental, social, and governance (“ESG”) standards, as determined and in the sole discretion of Stance Capital, LLC. The Fund currently considers companies within the Russell 1000® Index and S&P 500® Index to be large capitalization issuers.

Grade (RS Rating)

Last Trade

$29.24

Average Daily Volume

3,440

Number of Holdings *

35

* may have additional holdings in another (foreign) market
Performance
Period WTRE STNC
30 Days 0.05% 1.14%
60 Days 2.65% 0.84%
90 Days 0.93% -1.59%
12 Months 5.38% 8.91%
0 Overlapping Holdings
Symbol Grade Weight in WTRE Weight in STNC Overlap
WTRE Overweight 22 Positions Relative to STNC
Symbol Grade Weight
VTR A 5.95%
IRM A 4.57%
SBAC F 4.07%
DLR A 3.9%
AMT B 3.7%
ABNB B 3.65%
ARE C 3.59%
CCI D 3.37%
EQIX D 3.27%
PLD C 3.24%
DOC B 3.15%
REXR C 3.14%
COLD C 2.4%
EGP B 2.34%
FR C 1.51%
KRC D 1.19%
TRNO B 1.19%
CUZ C 1.12%
DBRG D 0.72%
LXP B 0.65%
DEI C 0.64%
JBGS B 0.4%
WTRE Underweight 35 Positions Relative to STNC
Symbol Grade Weight
GE C -4.53%
AVGO B -4.04%
BRO B -4.02%
TDG D -4.01%
GWW C -3.8%
CI D -3.75%
HLT A -3.73%
MA D -3.68%
MSFT A -3.67%
AON C -3.66%
MKC D -3.6%
ELV C -3.46%
V D -3.44%
GOOGL A -3.43%
REGN B -3.41%
SNA F -3.32%
AFL B -3.25%
HPQ C -3.22%
CNC D -3.21%
T B -3.2%
PSA B -3.12%
MMC A -3.03%
AAPL A -2.99%
NKE F -2.89%
CTSH C -2.85%
APH B -2.49%
ADM C -2.14%
NFLX A -1.98%
CSX D -1.51%
OTIS B -1.32%
AVY D -1.2%
DHR D -0.75%
LOW D -0.27%
TXN B -0.26%
A D -0.21%
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