WKLY
SoFi Weekly Dividend ETFWKLY Fund Description
WKLY tracks a market-cap-weighted index of dividend-paying developed market companies screened for dividend sustainability. It is the first equity ETF to provide weekly income to shareholders.
WKLY Factset Analytics Insight
WKLY aims to pay dividends on a weekly basis, typically each Thursday. The fund holds a portfolio of large- and midcap dividend-paying companies from developed markets. Aside from liquidity and market-cap requirements, WKLY filters securities based on stable dividend payout, forecasted dividends, dividend history, payout ratio, debt/equity ratio, and price return. Eligible stocks are then selected for high dividend yield, relative to the weighted average yield of the parent index. The resulting portfolio is market-cap-weighted, with individual and sector weights capped at 5% and 30%, respectively. The index is rebalanced and reconstituted quarterly, starting in February.
WKLY MSCI ESG Analytics Insight
SoFi Weekly Dividend ETF has an MSCI ESG Fund Rating of AA based on a score of 8.22 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. SoFi Weekly Dividend ETF ranks in the 93th percentile within its peer group and in the 84th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
WKLY Summary Data
WKLY Portfolio Data
WKLY Index Data
WKLY Portfolio Management
WKLY Tax Exposures
WKLY Fund Structure
WKLY Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of WKLY. WKLY is rated a N/A out of 5.
WKLY Tradability
WKLY Top 10 Holdings[View All]
WKLY Countries
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WKLY Economic Development
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WKLY Performance Statistics
WKLY MSCI ESG Ratings
WKLY Benchmark Comparison Summary
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WKLY Benchmark Comparison Market Cap Size
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Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.