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›ETF Issuers›Amundi›WEL7

WEL7

Amundi S&P World Financials Screened UCITS ETF

Acc

EUR

Passive ETF Equity ESG

Not rated

The WEL7 Exchange Traded Fund (ETF) is provided by Amundi. It is built to track an index: S&P World Financials Weighted & Screened Index. The WEL7 ETF provides physical exposure, so by buying it you actually own parts of all the 206 underlying holdings. The dividend policy is capitalization.

€20.35

N/A

Data as of 08/28/26

1D price range

N/A

52W price range

€16.27€20.56

YTD Perf.

+15.16%

YTD Flows

Annualized volatility

Fund AuM

€1.35B

Share class AuM

€1.32B

TTM Yield

Tracking Error

Tracking Difference

Characteristics

ISIN

IE000KYX7IP4

TER

0.18%

Inception date

9/20/2022

Issuer

Amundi

Benchmark

S&P World Financials Weighted & Screened Index

Replication method

Dividend policy

Capitalization

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API

PerformanceDec 31, 2025 - Aug 28, 2026

Flows

Join for free to unlock

Sector exposures

Data as of 07/31/26

Finance

97.01%

Technology

1.68%

Business Services

1.24%

Latest WEL7 news

No content available for this fund

FAQ about WEL7

WEL7 is a Passive ETF. This ETF provides exposure to Other Large and Mid-Cap Developed markets Financials Equities.

WEL7 tracks the S&P World Financials Weighted & Screened Index - USD, through a full replication replication method.

WEL7 carries a total expense ratio (TER) of 0.18%, indicating the annual cost for holding the fund.

WEL7 was introduced to the market on September 20, 2022. It trades on Norway, among other exchanges

Amundi S&P World Financials Screened UCITS ETF, WEL7, is provided by Amundi. Learn more about Amundi here.

Yes, WEL7 is available in multiple share classes, which may differ by distribution policy (e.g., accumulating vs. distributing), currency or hedging. Explore the different share classes .

WEL7 oversees €1.32B in assets as of August 28, 2026.

WEL7 follows a capitalizing, meaning it reinvests income within the fund.

As of July 31, 2026, WEL7 has significant geographic allocations in USA, Japan and Canada.

As of July 31, 2026, WEL7 focuses largely on Finance, Technology and Business Services.

As of July 31, 2026, WEL7 holds 206 positions in its portfolio, with 39.03% of assets concentrated in its top 15 holdings.

As of July 31, 2026, WEL7 top three holdings include JPMorgan Chase & Co., Visa, Inc. and Mastercard, Inc..

The base currency of WEL7 is EUR.

Top 10 holdings

Data as of 07/31/26

JPMorgan Chase & Co.

7.32%

Visa, Inc.

4.72%

Mastercard, Inc.

3.47%

Bank of America Corp.

3.02%

HSBC Holdings Plc

2.55%

The Goldman Sachs Group, Inc.

2.40%

Royal Bank of Canada

2.19%

Wells Fargo & Co.

2.14%

Mitsubishi UFJ Financial Group, Inc.

2.08%

Morgan Stanley

1.86%

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