WEPN

Nicholasx$43.95-0.14 (-0.31%)
AUM $6.9MER 1.11%NAV $45.73Holdings 107

Price Chart

Key Statistics

Previous Close

$44.09

Day Range

$43.95$44.40

52-Week Range

$25.00$49.55

Avg Volume

2.1K

Dividend Yield

Expense Ratio

1.11%

AUM

$6.9M

Shares Outstanding

50.0K

ETF Grades

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Sector Breakdown

SectorWeight %
Industrials33.76%
Technology30.59%
Financial Services22.06%
Basic Materials10.14%
Energy2.95%
Cash & Others0.50%

Country Allocation

CountryWeight %
United States96.62%
Chile1.98%
Virgin Islands (British)1.12%
Other0.27%

Fund Information

Issuer
Nicholasx
Category
Industrials
Inception Date
Mar 3, 2026
Exchange
NYSE_ARCA
Description
The Nicholas Defense and Rare Earth Income ETFs (the Fund) primary investment objective is to seek capital appreciation. The Funds secondary investment objective is to seek current income.

Similar ETFs

SymbolNameAUM
VOVanguard Morningstar Mid-Cap ETF$224.70B
VBVanguard Morningstar Small-Cap ETF$183.40B
IJHiShares Core S&P Mid-Cap ETF$125.92B
XLIState Street Industrial Select Sector SPDR ETF$33.33B
FBNDFidelity Total Bond ETF$27.07B

The Nicholas Defense and Rare Earth Income ETF (WEPN) is an exchange-traded fund issued by Nicholasx that launched on Mar 3, 2026. It currently manages $6.9M in assets under management. The fund charges an expense ratio of 1.11%. The fund holds 107 securities in its portfolio. It falls under the Industrials category.

Top 10 holdings represent 56.9% of the fund

RankSymbolNameWeight %SharesMarket Value
1PANWPalo Alto Networks Inc9.51%1,802$630K
2CRWDCrowdstrike Holdings Inc8.11%2,821$537K
3SPCXSpace Exploration Technologies Corp7.09%3,504$470K
4DBBInvesco DB Base Metals Fund6.48%17,068$429K
5PLTRPalantir Technologies Inc4.93%1,876$326K
6AXONAxon Enterprise Inc4.40%474$291K
7SLXVanEck Steel ETF4.28%2,706$284K
8CACICACI International Inc4.22%432$279K
9RTXRTX Corp4.10%1,279$272K
10PPLTabrdn Physical Platinum Shares ETF3.83%15,203$254K
11LMTLockheed Martin Corp3.43%398$227K
12CPERUnited States Copper Index Fund3.35%5,632$222K
13ONDSOndas Inc3.31%26,192$219K
14AVAVAeroVironment Inc3.27%1,357$217K
15LITGlobal X Lithium & Battery Tech ETF3.05%2,711$202K
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
-0.31%
1W
-4.74%
1M
+7.78%
3M
-7.41%
6M
-10.65%
YTD
+75.80%
1Y
+75.80%
3Y
+75.80%
5Y
+75.80%

Moving Averages

20-Day MA

$44.54

Below 20-Day MA
50-Day MA

$43.07

Above 50-Day MA
200-Day MA

$44.36

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$49.55

Current Price

$43.95

52-Week Low

$25.00

$25.00$49.55

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricWEPNIndustrials(348 ETFs)Defense(33 ETFs)
Fund Info
Expense Ratio1.11%0.69%0.59%
AUM$6.9M$3.07B$2.85B
Dividend Yield2.16%1.90%
Avg Volume2.1K161.4K286.7K
Holdings107242477
Performance
1-Month Return+8.45%+2.37%+3.97%
6-Month Return-0.62%+3.88%+0.29%
YTD Return+12.22%+11.68%
1-Year Return+11.92%+12.73%

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