WNDY

Global X Wind Energy ETF
*Unless otherwise stated, data provided by FactSet.

WNDY Fund Description

WNDY tracks a modified market-cap-weighted index of global wind energy companies screened for UN Global Compact principles compliance.

WNDY Factset Analytics Insight

WNDY is one of the few ETFs that capture the global wind energy industry. The fund includes companies engaged in: wind energy systems, wind power production, wind energy technology, and wind power integration & maintenance. Eligible firms are initially scored and ranked based on a proprietary natural language processing algorithm which identifies wind energy companies using keywords from publicly available information. Identified companies are then classified as either pure-play or pre-revenue, and are further screened for compliance with UN Global Compact principles. The fund aims to hold 50 pure-play companies. If fewer than 25 pure-play companies qualify for inclusion, pre-revenue firms will be selected until the portfolio reaches 25 constituents. Holdings are market-cap-weighted with single security weights capped at 12%for pure-plays and 2% for pre-revenue firms. In addition, the aggregate weight of pre-revenue firms cannot exceed 10%. The index rebalances semi-annually.

WNDY MSCI ESG Analytics Insight

Global X Wind Energy ETF has an MSCI ESG Fund Rating of undefined based on a score of 5.94 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. Global X Wind Energy ETF ranks in the 38th percentile within its peer group and in the 22nd percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PERFORMANCE [as of 11/29/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
WNDY -7.24% -- -- -- -- -- --
WNDY (NAV) -9.69% -- -- -- -- -- --
Thomson Reuters Global Renewable Energy -- -- -11.29% 5.65% 54.96% 31.81% 19.50%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

WNDY Summary Data

Global X
09/08/21
Open-Ended Fund
0.50%
$4.52M
$90.29K
0.29%

WNDY Portfolio Data

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N/A
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WNDY Index Data

Solactive Wind Energy Index - Benchmark TR Gross
Tiered
Principles-based
Thomson Reuters Global Renewable Energy

WNDY Portfolio Management

0.50%
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--
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WNDY Tax Exposures

20.00% / 39.60%
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Qualified dividends
No

WNDY Fund Structure

Open-Ended Fund
No
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N/A
N/A
Low
Daily

WNDY Factset Analytics Block Liquidity

As of 11/30/21
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of WNDY. WNDY is rated a N/A out of 5.

WNDY Tradability

3,640
$90.29K
1,435
$33.55K
0.29%
$0.07
0.26%
1.77% / -1.22%
None
--
--
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0
$23.77
N/A

WNDY Top 10 Holdings[View All]

11.92%
10.84%
10.75%
9.28%
5.41%
5.19%
4.59%
4.44%
3.74%
3.68%
69.83%

WNDY Countries


WNDY
Segment Benchmark
--
0.42%
--
20.99%
--
1.98%
--
2.47%
--
0.09%
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1.39%
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42.65%
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4.02%
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0.08%
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4.41%

WNDY Regions


WNDY
Segment Benchmark
--
45.12%
--
0.09%
--
36.93%
--
17.65%
--
0.20%

WNDY Economic Development


WNDY
Segment Benchmark
--
0.80%
--
99.20%

WNDY Performance Statistics

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--
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0.00%
Thomson Reuters Global Renewable Energy

WNDY MSCI ESG Ratings

--
5.94 / 10
22.22
38.43
--
--
525.77

WNDY Benchmark Comparison Holdings

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WNDY Benchmark Comparison Summary


WNDY
Segment Benchmark
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WNDY Benchmark Comparison Market Cap Size


WNDY
Segment Benchmark
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