WisdomTree Battery Solutions UCITS ETF - USD Acc (CHRG)

Category Other Equity
This ETF can be held in an Investment ISA, SIPP and Investment Account
Sell

2,222.00p

Buy

2,230.50p

arrow-up13.00p (+0.59%)

Prices updated at 29 May 2025, 16:18 BST
| Prices minimum 15 mins delay
|
Prices in GBX
Investment objective
The Fund seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Battery Solutions Index (the “Index”). In order to achieve this objective, the Fund will employ a "passive management" (or indexing) investment approach and will invest in a portfolio of equity securities that so far as possible and practicable consists of a representative sample of the component securities of the Index.
FTSE All-Share
arrow-down-0.07%
LSE
Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Portfolio as of 29/05/2025

Asset allocation

Created with Highcharts 7.2.2100% Stocks- Bonds- Cash- Other0% Not classified
Show long & short position

Geographical breakdown

Continent or country allocation (%)

Created with Highcharts 7.2.20.750.751.921.922.552.553.093.093.563.564.024.0210.6410.6415.3215.3224.5724.5733.0133.01AfricaEurope - ex EuroLatin AmericaUnited KingdomCanadaAsia - DevelopedJapanEurozoneAsia - EmergingUnited States

Market classification (%)

Created with Highcharts 7.2.227.8727.8772.1372.13EmergingDeveloped

Stock style

Small value

15.68%

% Weight
Value
Core
Growth
Large

14

9

14

Medium

13

8

6

Small

16

12

8

Valuation

WisdomTree Battery Solutions UCITS ETF - USD Acc
Other Equity

14.39

14.39
15.04

0.82

0.82
1.87

1.49

1.49
2.31

5.01

5.01
9.31

Growth rate

WisdomTree Battery Solutions UCITS ETF - USD Acc
Other Equity

11.52%

11.52%
9.37%

2.23%

2.23%
2.47%

1.27%

1.27%
7.20%

Top 10 holdings

Security nameSectorCountry% of assets
1Joby Aviation Inc-United States4.33
2Archer Aviation Inc Class A-United States4.08
3ChargePoint Holdings Inc Ordinary Shares - Class A-United States3.98
4QuantumScape Corp Ordinary Shares - Class A-United States3.43
5Bloom Energy Corp Class A-United States3.20
6Bayerische Motoren Werke AG-Germany3.12
7Ballard Power Systems Inc-Canada2.85
8EnerSys-United States2.74
9Wartsila Corp-Finland2.14
10Aurubis AG-Germany2.08
Assets in top 10 holdings %

31.94%

Total no. of equity holdings

117.00

Total no. of bond holdings

-

Stock sectors

WisdomTree Battery Solutions UCITS ETF - USD Acc
Other Equity

42.06%

Basic materials

23.30%
-

Con cyclical

18.77%
-

Financial svs

-
-

Real estate

-
-

55.38%

Comm services

-
-

Energy

2.76%
-

Industrials

46.04%
-

Technology

6.58%
-

2.55%

Con defensive

-
-

Healthcare

0.48%
-

Utilities

2.07%
-


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.