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Defiance ETFs LLCDerivative IncomeWDTE · NYSE Arca

Defiance S&P 500 Weekly Distribution ETF (WDTE)

Price
$28.99
—25 Sept 2026
Assets
$68.2M
Total net assets
Expense ratio
1.03%
Category 0.00%
Yield
24.79%
Trailing distributions
3Y CAGR
14.8%-3.2%
Category 18.0%
5Y CAGR
—
Category 9.5%
Loading NAV history…
Defiance S&P 500 Weekly Distribution ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
—
Maximum drawdown
—
Sharpe ratio
—
Sortino ratio
—
Beta
—
Alpha
—
R²
—
Information ratio
—
Upside capture
—
Downside capture
—
Tracking error
—
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+1.3%+5.7%+21.0%+14.2%+17.2%+14.8%——+14.1%
Derivative Income average1.6%6.5%19.5%10.3%13.6%18.0%9.5%8.5%9.4%
Difference-0.3%-0.8%+1.5%+3.9%+3.6%-3.2%——+4.8%

Holdings

The 1 largest positions make up 3.9% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
FGXXXFirst American Government Obligs X3.87%

Sector allocation

Share of the equity the fund holds.

39.1%Technology11 sectors
  1. Technology39.1%
  2. Financial services11.1%
  3. Communication services10.6%
  4. Consumer discretionary9.9%
  5. Health care8.3%
  6. Industrials7.8%
  7. Consumer staples4.5%
  8. Energy3.1%
  9. Utilities2.1%
  10. Real estate1.8%
  11. Materials1.7%

Asset mix

  • Stocks172.7%
  • Other3.8%

ETF details

Issuer
Defiance ETFs LLC
Category
Equity · Derivative Income
Ticker
WDTE
Exchange
NYSE Arca
Inception
18 Sept 2023 (3.0 years)
Structure
Exchange Traded Fund
Expense ratio
1.03% (category 0.00%)
Holdings turnover
4%
Distribution yield
24.79%
Beta, 3 years
0.00
Total net assets
$68.2M

Prices and returns as of 25 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other derivative income ETFs

Other ETFs in the Derivative Income category.

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Investment research for ETFs, mutual funds and stocks. Data is for research and education. It is not a recommendation to buy or sell any security. Mutual fund investments are subject to market risk; read all scheme documents carefully.

© 2026 Evenfolio
build 62 · 2026-09-28 17:30 UTC

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