KEAT vs. WCBR ETF Comparison
Comparison of Keating Active ETF (KEAT) to WisdomTree Cybersecurity Fund (WCBR)
KEAT
Keating Active ETF
KEAT Description
KEAT actively invests in equity securities of all-cap companies considered undervalued based on the subadvisor's fundamental research. These securities include common stock, preferred stock, REITs, ADRs, and GDRs. The fund also considers and invests in international ETFs in the same manner it selects its individual securities. The sub-adviser initially identifies potential investment opportunities through public disclosures, and assesses their financial condition based on sustainable earnings and future cash flows through financial and strategic analyses. The portfolio will typically be comprised of 25 to 40 securities, all selected to offer exceptional value and have defensible positions. The fund also emphasizes companies with good shareholder yield. It intends to hold its positions for a year or more and sells them when it reaches its fair value or has become overvalued. KEAT may also hold short-term Treasurys in seeking total return.
Grade (RS Rating)
Last Trade
$26.77
Average Daily Volume
2,100
8
WCBR
WisdomTree Cybersecurity Fund
WCBR Description
The investment seeks to track the price and yield performance of the WisdomTree Team8 Cybersecurity Index. The index is designed to provide exposure to equity securities of exchange-listed companies globally, which are primarily involved in cybersecurity and security-oriented technology that generate a meaningful part of their revenue from cybersecurity activities and are experiencing revenue growth. To the extent the index concentrates in the securities of a particular industry or group of industries, the fund will concentrate its investments to approximately the same extent as the index. It is non-diversified.Grade (RS Rating)
Last Trade
$25.28
Average Daily Volume
22,861
20
Performance
Period | KEAT | WCBR |
---|---|---|
30 Days | 0.65% | -1.13% |
60 Days | 3.45% | 2.85% |
90 Days | 8.00% | 0.60% |
12 Months | 24.31% |
0 Overlapping Holdings
Symbol | Grade | Weight in KEAT | Weight in WCBR | Overlap |
---|
KEAT Underweight 20 Positions Relative to WCBR
KEAT: Top Represented Industries & Keywords
WCBR: Top Represented Industries & Keywords