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GB:WFIN ETF Holdings Information

WFIN has a total of 237 holdings. The top 10 holdings account for 31.72%.
Compare
Holdings Count
237
Total Assets
260.76M
Top 10 Percentage
31.72%
Asset Class
Equity
Category
Sector
Region
Global
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237 Holdings as of Feb 21, 2025
237 Holdings as of Feb 21, 2025
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
JPMorgan Chase & Co.
6.53%
$17.17M
$738.84B
43.62%
12 Buy
6 Hold
0 Sell
Moderate Buy
Berkshire Hathaway B
5.25%
$13.81M
$1.03T
14.74%
1 Buy
0 Hold
0 Sell
Moderate Buy
Visa Inc.
4.87%
$12.82M
$684.71B
22.89%
24 Buy
3 Hold
0 Sell
Strong Buy
Mastercard Inc
3.86%
$10.15M
$508.29B
17.76%
26 Buy
2 Hold
0 Sell
Strong Buy
Bank of America
2.64%
$6.95M
$341.04B
32.10%
18 Buy
2 Hold
0 Sell
Strong Buy
Wells Fargo & Company
2.25%
$5.91M
$254.89B
43.89%
11 Buy
8 Hold
0 Sell
Moderate Buy
Goldman Sachs Group
1.75%
$4.59M
$195.21B
59.98%
12 Buy
3 Hold
0 Sell
Strong Buy
Hsbc Holdings Plc (UK)
1.70%
$4.47M
£157.87B
48.33%
4 Buy
6 Hold
0 Sell
Moderate Buy
American Express Company
1.45%
$3.81M
$213.47B
37.68%
9 Buy
12 Hold
1 Sell
Moderate Buy
S&P Global
1.43%
$3.75M
$164.18B
21.70%
15 Buy
0 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

95.87%Financial2.91%Technology0.88%Industrials0.13%Utilities0.12%Real Estate0.09%Consumer Defensive95.87%Financial
Financial
95.87%
Technology
2.91%
Industrials
0.88%
Utilities
0.13%
Real Estate
0.12%
Consumer Defensive
0.09%

Countries Breakdown

61.37%United States6.69%Canada5.22%Japan4.90%United Kingdom3.88%Australia2.80%Switzerland2.73%Germany1.85%Italy1.77%France1.71%Spain1.30%Singapore1.25%Hong Kong1.22%Netherlands1.17%Sweden0.50%Finland0.44%Israel0.33%Belgium0.25%Denmark0.20%Austria0.20%Norway0.20%Ireland0.03%New Zealand61.37%United States
United States
61.37%
Canada
6.69%
Japan
5.22%
United Kingdom
4.90%
Australia
3.88%
Switzerland
2.80%
Germany
2.73%
Italy
1.85%
France
1.77%
Spain
1.71%
Singapore
1.30%
Hong Kong
1.25%
Netherlands
1.22%
Sweden
1.17%
Finland
0.50%
Israel
0.44%
Belgium
0.33%
Denmark
0.25%
Austria
0.20%
Norway
0.20%
Ireland
0.20%
New Zealand
0.03%

Breakdown By Smart Score

14.38%Outperform1014.94%Outperform911.40%Outperform828.21%Neutral718.25%Neutral64.45%Neutral56.62%Neutral40.05%Underperform31.16%Underperform20.55%Underperform17
The weighted average smart score of the GB:WFIN ETF is 7
10
14.38%
9
14.94%
8
11.40%
7
28.21%
6
18.25%
5
4.45%
4
6.62%
3
0.05%
2
1.16%
1
0.55%

WFIN ETF FAQ

What are ETF GB:WFIN’s top 3 holdings?
GB:WFIN’s top 3 holdings are JPM, BRK.B, V.
    What is ETF GB:WFIN’s holdings count?
    ETF GB:WFIN’s is holdings 237 different assets.
      What are the total assets of ETF GB:WFIN?
      ETF GB:WFIN’s total assets are 260.76M.
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