WBAT vs. UPGR ETF Comparison

Comparison of WisdomTree Battery Value Chain and Innovation Fund (WBAT) to Xtrackers US Green Infrastructure Select Equity ETF (UPGR)
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

$27.67

Average Daily Volume

2,136

Number of Holdings *

21

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

Xtrackers US Green Infrastructure Select Equity ETF

UPGR Description The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is comprised of companies that have business exposure in the production, generation, or distribution of green energy or are engaged in the establishment of a sustainable infrastructure to enable the use of renewable energy and that fulfill certain sustainability criteria. It is non-diversified.

Grade (RS Rating)

Last Trade

$18.52

Average Daily Volume

198

Number of Holdings *

42

* may have additional holdings in another (foreign) market
Performance
Period WBAT UPGR
30 Days 1.17% -1.13%
60 Days 10.57% -3.03%
90 Days 9.01% -2.99%
12 Months -2.76% -0.25%
4 Overlapping Holdings
Symbol Grade Weight in WBAT Weight in UPGR Overlap
BE B 7.65% 2.99% 2.99%
CHPT F 3.16% 1.92% 1.92%
ENS F 3.38% 2.25% 2.25%
TSLA B 1.28% 3.19% 1.28%
WBAT Overweight 17 Positions Relative to UPGR
Symbol Grade Weight
JOBY B 4.26%
SQM D 1.62%
JCI B 1.4%
QCOM F 0.8%
CAT B 0.57%
APTV F 0.53%
F C 0.42%
HMC F 0.42%
TM F 0.39%
LMT D 0.37%
GM C 0.37%
MCHP F 0.36%
TDG D 0.36%
MMM D 0.28%
APH A 0.27%
ADI D 0.26%
TXN C 0.23%
WBAT Underweight 38 Positions Relative to UPGR
Symbol Grade Weight
PCT C -3.22%
RYI C -2.77%
RS B -2.59%
PH A -2.58%
ITRI C -2.58%
IEX C -2.55%
CWST A -2.53%
MEG F -2.5%
WM B -2.47%
IR B -2.43%
AZZ A -2.42%
ORA B -2.42%
AMPS C -2.4%
RSG A -2.4%
GGG B -2.38%
CLH C -2.37%
RIVN F -2.37%
LII A -2.33%
ECL D -2.26%
ARRY F -2.23%
FLNC D -2.21%
PLUG F -2.17%
SHLS F -2.15%
VLTO C -2.14%
BLNK F -2.13%
CARR C -2.13%
XYL D -2.11%
QS F -2.06%
GPRE F -1.99%
AOS F -1.92%
FSLR F -1.88%
EOSE D -1.86%
NVRI D -1.6%
NEP F -1.48%
LCID F -1.47%
RUN F -1.36%
NOVA F -1.14%
RNEW B -0.28%
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