WR

Corgi Funds$27.18+0.19 (+0.71%)
AUM $1.4MER 0.35%NAV $27.62Holdings

Price Chart

Key Statistics

Previous Close

$26.98

Day Range

$27.15$27.18

52-Week Range

$23.89$28.11

Avg Volume

1.3K

Dividend Yield

Expense Ratio

0.35%

AUM

$1.4M

Shares Outstanding

125.7K

ETF Grades

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Sector Breakdown

SectorWeight %
Energy59.57%
Industrials31.39%
Technology8.70%
Basic Materials0.33%

Country Allocation

CountryWeight %
United States97.90%
Other1.85%
Puerto Rico0.25%

Fund Information

Category
Energy
Inception Date
May 6, 2026
Description
WR provides actively managed exposure to companies tied to defense spending, national security priorities, and energy security themes. The strategy focuses on businesses that may benefit from rising geopolitical tensions, increased military procurement, supply chain security concerns, and energy supply disruptions. Holdings may span defense systems, aerospace and military technologies, cybersecurity and intelligence platforms, as well as oil, gas, and related infrastructure businesses connected to global energy markets. Security selection combines thematic, quantitative, and bottom-up analysis, with emphasis placed on revenue exposure and positioning within these interconnected industries. The portfolio may include both US and international firms and can invest in less liquid opportunities aligned with the theme.

Similar ETFs

SymbolNameAUM
IUSBiShares Core Universal USD Bond ETF$43.57B
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USHYiShares Broad USD High Yield Corporate Bond ETF$28.96B
PYLDPIMCO Multisector Bond Active Exchange-Traded Fund$15.13B
JCPBJPMorgan Core Plus Bond ETF$14.47B

The Corgi U.S. War Machine ETF (WR) is an exchange-traded fund issued by Corgi Funds that launched on May 6, 2026. It currently manages $1.4M in assets under management. The fund charges an expense ratio of 0.35%. It falls under the Energy category.

Top 10 holdings represent 46.7% of the fund

RankSymbolNameWeight %SharesMarket Value
1XOMExxonMobil Holdings Corp8.54%710$118K
2CVXChevron Corp6.11%410$84K
3PLTRPalantir Technologies Inc5.42%430$75K
4RTXRTX Corp5.38%350$74K
5COPConocoPhillips3.91%400$54K
6LMTLockheed Martin Corp3.72%90$51K
7MPCMarathon Petroleum Corp3.63%140$50K
8PSXPhillips 663.48%200$48K
9VLOValero Energy Corp3.46%140$48K
10GDGeneral Dynamics Corp3.07%110$42K
11HWMHowmet Aerospace Inc2.97%150$41K
12EOGEOG Resources Inc2.75%250$38K
13WMBWilliams Cos Inc/The2.54%490$35K
14TRGPTarga Resources Corp2.41%110$33K
15SLBSLB Ltd2.25%580$31K

Detailed Returns

PeriodReturnETF
1D
+0.71%
1W
-3.33%
1M
+5.56%
3M
+5.86%
6M
+8.61%
YTD
+8.61%
1Y
+8.61%
3Y
+8.61%
5Y
+8.61%

Moving Averages

20-Day MA

$26.91

Above 20-Day MA
50-Day MA

$25.62

Above 50-Day MA
200-Day MA

$41.86

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$28.11

Current Price

$27.18

52-Week Low

$23.89

$23.89$28.11

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricWREnergy(146 ETFs)
Fund Info
Expense Ratio0.35%0.67%
AUM$1.4M$1.70B
Dividend Yield4.00%
Avg Volume1.3K451.9K
Holdings295
Performance
1-Month Return+4.34%+3.67%
6-Month Return+2.55%
YTD Return+21.16%
1-Year Return+17.62%

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