Skip to main content

Want a detailed portfolio tracker?

All 97 WEPN (NICHOLAS DEFENSE AND RARE EARTH INCOME ETF) Holdings

There are 97 WEPN holdings. Top 10 companies weight: 53.18%.

Screener with all companies

Total Market Cap: $1.57T
Rank
Average(97 stocks)+4.27%45.0538.270.61+16.97%+26.52%1.07
1
PANWPalo Alto Networks Inc9.90%$348.66$288BSoftware - InfrastructureTechnologyN/A281.0786.963.95N/AN/A74-5.43%$330+39.80%1.20
2
CRWDCrowdstrike Holdings Inc Class A9.26%$198.49$210BSoftware - InfrastructureTechnologyN/AN/A163.936.85N/AN/A73-5.10%$188+25.65%1.51
3
DBBInvesco Db Base Metals6.55%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
4
GDGeneral Dynamics Corp4.28%$370.53$99BAerospace & DefenseIndustrials+7.36%23.4822.571.03N/AN/A65+6.80%$396+16.51%0.52
5
SLXVaneck Steel Etf4.27%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
6
AXONAxon Enterprise Inc4.04%$527.48$44BAerospace & DefenseIndustrialsN/A210.7263.291.65N/AN/A82+25.29%$661+23.79%1.16
7
PLTRN/A3.91%$134.85$321BSoftware - InfrastructureTechnologyN/A140.0690.090.49N/AN/A64+35.80%$183+43.04%1.96
8
RTXRtx Corp3.85%$194.44$264BAerospace & DefenseIndustrials+1.29%36.6927.860.19N/AN/A70+10.76%$215+20.18%0.49
9
BWXTBwx Technologies Inc3.74%$169.56$16BAerospace & DefenseIndustrials+7.18%49.5438.172.41N/AN/A70+40.83%$239+25.43%1.26
10
CPERUnited States Copper Index3.38%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
11
LHXL3harris Technologies Inc3.27%$280.59$54BAerospace & DefenseIndustrials+7.19%30.9424.883.34N/AN/A72+34.78%$378+6.41%0.36
12
n/aOther Assets And Liabilities3.26%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
13
LMTLockheed Martin Corp3.19%$509.53$118BAerospace & DefenseIndustrials+1.80%23.1516.891.10N/AN/A58+19.07%$607+8.89%0.15
14
CACICaci International Inc Class A3.16%$451.56$10BInformation Technology ServicesTechnology+7.72%19.3617.891.41N/AN/A70+44.91%$654+11.14%0.39
15
AVAVAerovironment Inc3.03%$142.60$7.15BAerospace & DefenseIndustrialsN/AN/A45.451.57N/AN/A78+62.47%$232+7.74%1.30
16
LITGlobal X Lithium & Battery Tech Etf3.02%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
17
PPLTAbrdn Physical Platinum Shares Etf3.00%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
18
ONDSOndas Inc3.00%$6.87$3.31BCommunication EquipmentTechnologyN/A16.1545.05N/AN/AN/A81+188.36%$20-3.19%2.38
19
NOCNorthrop Grumman Corp2.92%$523.96$75BAerospace & DefenseIndustrials+3.10%16.3618.660.63N/AN/A69+27.96%$670+9.46%0.06
20
HIIHuntington Ingalls Industries Inc2.62%$270.09$11BAerospace & DefenseIndustrials-1.50%18.0414.861.70N/AN/A62+34.77%$364+8.01%0.67
21
KTOSKratos Defense & Security Solutions Inc2.38%$45.94$9.31BAerospace & DefenseIndustrials-24.11%297.1876.929.96N/AN/A76+137.98%$109+11.28%1.29
22
URAGlobal X Uranium Etf2.35%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
23
SQMN/A2.05%$67.69$20BSpecialty ChemicalsBasic Materials+32.32%24.9810.250.70N/AN/A61+26.64%$86+11.17%1.02
24
n/aCash Offset2.03%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
25
USARUsa Rare Earth Inc1.85%$15.23$3.77BOther Industrial Metals & MiningBasic MaterialsN/AN/AN/AN/AN/AN/A75+159.36%$400.00%0.73
26
MPN/A1.70%$45.70$8.79BOther Industrial Metals & MiningBasic Materials-2.75%N/A500.00N/AN/AN/A81+73.35%$79+5.66%1.35
27
AAAlcoa Corp1.63%$43.50$13BAluminumBasic MaterialsN/A9.257.928.36N/AN/A71+51.24%$66+4.24%1.65
28
ALBAlbemarle Corp1.54%$118.17$15BSpecialty ChemicalsBasic MaterialsN/AN/A12.630.79N/AN/A67+66.21%$196-7.99%1.60
29
CRMLCritical Metals Corp1.54%$6.21$842MOther Industrial Metals & MiningBasic MaterialsN/AN/AN/AN/AN/AN/A75+181.80%$180.00%1.77
30
UUUUEnergy Fuels Inc1.22%$11.74$3.10BUraniumEnergy+3.32%N/A212.77N/AN/AN/A75+122.49%$26+17.24%1.56
31
ARECAmerican Resources Corp Class A1.20%$1.57$195MCoking CoalBasic MaterialsN/AN/A2.75N/AN/AN/A75+218.47%$5-5.92%1.54
32
n/aAvav Us 07/17/26 P177.50.74%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
33
n/aAxon Us 07/24/26 P6150.63%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
34
IPXIperionx Ltd Adr0.54%$22.50$1.43BOther Industrial Metals & MiningBasic Materials+668.26%N/A1666.67N/AN/AN/A75+159.56%$580.00%1.51
35
FGXXXFirst American Government Obligs X0.54%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
36
n/aPanw Us 07/24/26 P3250.39%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
37
n/aCrml Us 07/17/26 P90.34%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
38
n/aCrwd Us 07/17/26 P1900.28%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
39
n/aOnds Us 07/24/26 P70.21%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
40
n/aBwxt Us 07/17/26 P1850.19%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
41
n/aRtx Us 07/24/26 P192.50.15%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
42
n/aUsar Us 07/17/26 P17.50.12%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
43
n/aMp Us 07/17/26 P520.12%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
44
n/aAa Us 07/24/26 P460.10%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
45
n/aKtos Us 07/17/26 P480.09%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
46
n/aSqm Us 07/17/26 P72.50.09%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
47
n/aAvav Us 07/17/26 P1650.08%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
48
n/aHii Us 07/17/26 P2700.07%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
49
n/aCaci Us 07/17/26 P4400.07%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A
50
n/aPltr Us 07/17/26 P1230.06%-N/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/AN/A

WEPN (NICHOLAS DEFENSE AND RARE EARTH INCOME ETF) Sector Allocation

INDUSTRIALS
36.50%
INFORMATION TECHNOLOGY
26.10%
MATERIALS
7.30%
ENERGY
1.20%
COMMUNICATION SERVICES
0.00%
CONSUMER DISCRETIONARY
0.00%
HEALTHCARE
0.00%
CONSUMER STAPLES
0.00%
UTILITIES
0.00%
FINANCIALS
0.00%
REAL ESTATE
0.00%