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WUGI
-8.33 · -10.14%
$73.79 · BATS

Esoterica NextG Economy ETF (WUGI) ETF Analysis | Technology

AXS · USA
AUM:$27.9M
#– of – in Technology ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 17.4% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.75% — moderate cost. Consider how fees compound over long holding periods.

What is WUGI?

The fund is an actively-managed ETF. Under normal circumstances, the fund will invest 80% of its net assets (plus any borrowings for investment purposes) in domestic and foreign equity securities of companies that are relevant to the fifth generation digital cellular network technology ("5G") enabled digital economy, including companies involved in the production of 5G technology and companies that may benefit from the use of 5G, such as companies engaged in e-commerce or internet sales.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
WUGI delivered 17.4% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.75%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 69.9% of the ETF — significant weight in a small number of names.
ETF Information
AUM$27.9M
Expense Ratio0.75%
Dividend Yield0.23%
Holdings34
Inception DateMar 2020
Domicile–
Distribution–
Index–
ProviderAXS
Beta1.33
CategoryTechnology
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+19.3%
1Y
+17.6%
3Y
+125.3%
5Y
+78.2%
OpenBook InsightIf you had invested £10,000 in WUGI 5 years ago, it would have grown to £17,823 — a gain of £7,823.

Annual Returns

Calendar year performance

WUGI delivered positive returns in 4 of the last 5 calendar years.
YearWUGI
2026 YTD+13.9%
2025+22.0%
2024+51.4%
2023+63.1%
2022-49.7%
CAGR 4yr+10.9%
4/5 positive yearsAvg return: +20.1%Worst year: -49.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
42.4%
Very High
Momentum
+0.9%
30-day change
Support Level
82.04
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Elevated volatility indicates higher short-term price variability and risk.
  • Monitor key support and resistance levels as part of broader risk assessment.
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