Warren Street Global Equity ETF
WSGE
NASDAQ Global Market- -
USD
- -
- -
- -
- -
(- -)
Recent
price
- -
P/E
ratio
- -
div
yld
- -
ROIC.AI
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Similar Companies
- Business
- Warren Street Global Equity ETF (NASDAQ: WSGE) is an actively managed exchange-traded fund that provides investors with broad global equity exposure through a systematic dual-strategy approach, combining a stable core allocation mirroring broad market indices across domestic, developed international, and emerging markets with dynamic factor-based enhancements targeting Value, Quality, Momentum, and Income Stability for long-term capital appreciation. The fund invests in a diversified portfolio of approximately 40 high-conviction stocks and underlying exchange-traded funds (ETFs), including prominent holdings such as NVIDIA Corp, Apple Inc, iShares Core S&P 500 ETF, Alphabet Inc, and Vanguard Total World Stock ETF; it emphasizes tax efficiencies inherent in the ETF structure, economies of scale, and rigorous selection of underlying ETFs based on management quality, low costs, and performance fit. Warren Street Global Equity ETF operates globally, targeting individual investors, families, businesses, and institutions seeking diversified, risk-adjusted returns in the total market equity segment. Launched on December 9, 2025, by Warren Street Wealth Advisors, the ETF represents the firm's inaugural foray into publicly accessible investment vehicles, deepening its fiduciary commitment by extending sophisticated, research-driven strategies previously available only to direct clients. This recent product launch reinforces Warren Street Wealth Advisors' comprehensive service suite, which includes retirement planning, investment management, tax planning and preparation; the firm, founded in 2015 and headquartered in Irvine, California, manages the ETF under the EA Series Trust with Empowered Funds, LLC as issuer and U.S. Bank N.A. as custodian. No additional major acquisitions, partnerships, funding rounds, or strategic shifts have been reported since inception.