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WSGE is actively managed and invests in global equity securities, including common and preferred stocks, depositary receipts, and ETFs. The funds strategy combines a core allocation for broad global equity exposure and strategic factor-based allocations to improve risk-adjusted returns, targeting factors such as value, quality, size, momentum, low volatility, and income stability. Factor-based ETFs are selected for their low operating expenses and representation of specific factors or market capitalizations. Note, however, the possibility of the portfolio not representing every factor at the same time. The funds total number of constituents will depend on the sub-adviser's assessment and may vary accordingly. It may also hold cash equivalents, short-term US Treasury ETFs, or money market instruments as a tactical liquidity reserve to manage risk or take advantage of market opportunities. Investments may emphasize particular sectors, countries, or regions based on market conditions.
Sector exposure data isn't available for this fund yet.
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| GLOF | iShares Global Equity Factor ETF | 16.67% | $10.08M |
| VOO | Vanguard S&P 500 ETF | 9.16% | $5.54M |
| ACWX | iShares MSCI ACWI ex U.S. ETF | 8.13% | $4.92M |
| JQUA | JPMorgan US Quality Factor ETF | 5.63% | $3.40M |
| IVV | iShares Core S&P 500 ETF | 5.48% | $3.32M |
| SPLG | State Street SPDR Portfolio S&P 500 ETF | 5.40% | $3.26M |
| AVEM | Avantis Emerging Markets Equity ETF | 4.28% | $2.59M |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | 3.77% | $2.28M |
| QEFA | State Street SPDR MSCI EAFE StrategicFactors ETF | 3.27% | $1.98M |
| XSOE | Wisdomtree Emerging Markets EX-State-Owned Enterprises Fund | 2.48% | $1.50M |
| BNDX | Vanguard Total World Stock ETF | 2.22% | $1.34M |
| IJH | iShares Core S&P Mid-Cap ETF | 2.00% | $1.21M |
| SPY | State Street SPDR S&P 500 ETF Trust | 1.93% | $1.16M |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | 1.71% | $1.03M |
| QVAL | Alpha Architect US Quantitative Value ETF | 1.13% | $683.43K |
| IVAL | Alpha Architect International Quantitative Value ETF | 1.12% | $675.59K |
| VEA | VANGUARD FTSE DEVELOPED ETF | 1.03% | $623.24K |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | 0.95% | $573.78K |
| QUAL | iShares MSCI USA Quality Factor ETF | 0.95% | $572.78K |
| ESGD | iShares ESG Aware MSCI EAFE ETF | 0.88% | $529.82K |
| IVLU | iShares MSCI International Value Factor ETF | 0.81% | $487.67K |
| SPMD | SPDR S&P 1000 ETF | 0.80% | $485.23K |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | 0.79% | $479.83K |
| FRDM | Freedom 100 Emerging Markets ETF | 0.76% | $459.04K |
| — | Vanguard FTSE Europe ETF | 0.68% | $409.17K |