WFNS 📈 iShares MSCI World - Overview

Exchange: AS • Country: Netherlands • Currency: USD • Type: Etf • ISIN: IE00BJ5JP097 • Sector Equity Financial Services

WFNS: Banks, Insurance, Financials, Investments

The iShares MSCI World Financials Sector ESG UCITS ETF USD Inc USD (AS:WFNS) is an exchange-traded fund (ETF) that provides investors with exposure to a diversified portfolio of global financial sector stocks, while also considering environmental, social, and governance (ESG) factors.

This ETF is managed by BlackRock, a leading global investment management company, and is listed on the Amsterdam Stock Exchange (AS) under the ticker symbol WFNS. The fund is domiciled in Ireland, which provides a favorable regulatory environment for investment funds.

The iShares MSCI World Financials Sector ESG UCITS ETF USD Inc USD tracks the Morningstar Global Financial Services Total Market Net Return USD Index, which is designed to measure the performance of the global financial sector. This index includes a wide range of financial companies, such as banks, insurance companies, and asset managers, and is calculated in USD.

By investing in this ETF, investors can gain exposure to a broad range of global financial sector stocks, while also benefiting from the ESG considerations that are integrated into the fund's investment process. This can help investors to align their investments with their values and to potentially reduce the negative impacts of their investments on the environment and society.

The fund is denominated in USD and distributes income on a net basis, which means that investors will receive the net income generated by the fund's underlying holdings, after deducting fees and expenses. This can provide investors with a regular income stream, in addition to the potential for long-term capital growth.

Additional Sources for WFNS ETF

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

WFNS ETF Overview

Market Cap in USD 83m
Category Sector Equity Financial Services
TER 0.25%
IPO / Inception 2021-05-18

WFNS ETF Ratings

Growth 5y 65.9%
Fundamental -
Dividend 40.5%
Rel. Performance Sector -0.46
Analysts -
Fair Price Momentum 6.68 USD
Fair Price DCF -

WFNS Dividends

Dividend Yield 12m 2.40%
Yield on Cost 5y 3.30%
Annual Growth 5y -2.12%
Payout Consistency 84.15%

WFNS Growth Ratios

Growth Correlation 3m 89.9%
Growth Correlation 12m 97.6%
Growth Correlation 5y 70%
CAGR 5y 14.64%
CAGR/Mean DD 5y 1.86
Sharpe Ratio 12m 2.58
Alpha 29.00
Beta 0.48
Volatility 12.78%
Current Volume 22.7k
Average Volume 20d 39.6k
What is the price of WFNS stocks?
As of December 04, 2024, the stock is trading at USD 6.47 with a total of 22,746 shares traded.
Over the past week, the price has changed by +2.68%, over one month by +5.48%, over three months by +10.12% and over the past year by +41.06%.
Is iShares MSCI World a good stock to buy?
Yes. Based on ValueRay Analyses, iShares MSCI World (AS:WFNS) is currently (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 65.89 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of WFNS as of December 2024 is 6.68. This means that WFNS is currently overvalued and has a potential downside of 3.25%.
Is WFNS a buy, sell or hold?
iShares MSCI World has no consensus analysts rating.
What are the forecast for WFNS stock price target?
According to ValueRays Forecast Model, WFNS iShares MSCI World will be worth about 7.3 in December 2025. The stock is currently trading at 6.47. This means that the stock has a potential upside of +12.98%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 7.3 13%