(WELE) SP500 Equal Weight ESG - Overview
Etf: Stocks, Us, Large-Cap, Mid-Cap, Esg
| Risk 5d forecast | |
|---|---|
| Volatility | 12.4% |
| Relative Tail Risk | -2.72% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.15 |
| Alpha | -5.91 |
| Character TTM | |
|---|---|
| Beta | 0.162 |
| Beta Downside | 0.436 |
| Drawdowns 3y | |
|---|---|
| Max DD | 23.73% |
| CAGR/Max DD | 0.36 |
Description: WELE SP500 Equal Weight ESG January 12, 2026
The Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF (XETRA: WELE) tracks the Morningstar US Large-Mid NR USD index, offering exposure to a diversified basket of large-cap U.S. equities weighted equally and screened for ESG leadership. It is domiciled in Germany, classified as a US Large-Cap Blend Equity ETF, and trades under the ticker WELE.
Key quantitative metrics (as of the latest reporting period) include an expense ratio of 0.20 %, assets under management of roughly €1.2 billion, and a tracking error of 0.45 % versus its benchmark. The fund’s sector allocation is broadly balanced, with technology and consumer discretionary each representing about 20 % of the portfolio, while its average dividend yield sits near 1.6 %. Recent macro drivers such as the Federal Reserve’s interest-rate stance and US GDP growth expectations continue to influence the performance of large-cap equities.
For a deeper quantitative breakdown, you might explore ValueRay’s analytics platform.
What is the price of WELE shares?
Over the past week, the price has changed by +2.88%, over one month by +1.32%, over three months by +6.78% and over the past year by -0.50%.
Is WELE a buy, sell or hold?
What are the forecasts/targets for the WELE price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 13.3 | 4.2% |
WELE Fundamental Data Overview February 02, 2026
Revenue TTM = 0.0 EUR
EBIT TTM = 0.0 EUR
EBITDA TTM = 0.0 EUR
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 2.28b EUR (2.28b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 2.28b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 2.28b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 25.0% (EU avg default 25%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 25.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 6.51% (E(2.28b)/V(2.28b) * Re(6.51%) + (debt-free company))
Discount Rate = 6.51% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Fair Price DCF = unknown (Cash Flow 0.0)