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WEL7 ETF · Amundi S&P World Financials Screened UCITS ETF
Performance & flows
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | +2.86%  | +7.37% | +12.97%  | +78.38%  | N/A | +0.60% | +7.77% | +2.28% | |
| Flows |
Key fund info
Essentials
Enterprise
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | +7.37% | +12.97%  | +78.38% | N/A |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
Exposure
Sustainability
ESG Consensus® by Conser
Our partner Conser gathers the industry's consensus on the business practices of the underlying holdings. We have computed the following metrics about WEL7 ETF's sustainability, based on their methodology.
ESG Consensus® is based on the Final Sustainability Grade, which itself consists of 10 grades. Our partner Conser calculates the exact grade, based on market intelligence, using their proprietary ESG Consensus® methodology.
WEL7’s has a Final Sustainability Grade of either B+, B, or B-.
Issuer
| AuM | ||
|---|---|---|
MEUDN | Amundi Core Stoxx Europe 600 UCITS ETF | €19.16B |
SP5L | Amundi Core S&P 500 Swap UCITS ETF | €14.89B |
MWRD | Amundi Core MSCI World UCITS ETF | €13.52B |
GOLD | AMUNDI PHYSICAL GOLD ETC | €10.1B |
WLD | Amundi MSCI World Swap II UCITS ETF | €8.44B |
Frequently asked questions about WEL7
What does Amundi S&P World Financials Screened UCITS ETF, WEL7, invest in?
WEL7 is a Passive ETF. This ETF provides exposure to Other Large and Mid-Cap Developed markets Financials Equities.
Which benchmark or index does WEL7 replicate?
WEL7 tracks the S&P World Financials Weighted & Screened Index - USD, through a full replication replication method.
What is the Total Expense ratio (TER) of WEL7?
WEL7 carries a total expense ratio (TER) of 0.18%, indicating the annual cost for holding the fund.
When was WEL7 launched?
WEL7 was introduced to the market on September 20, 2022. It trades on Germany, among other exchanges
Who is the ETF issuer of WEL7?
Amundi S&P World Financials Screened UCITS ETF, WEL7, is provided by Amundi. Learn more about Amundi here.
Does WEL7 have multiple share classes?
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 .
What is the current assets under management (AUM) of WEL7?
WEL7 oversees €1.2B in assets as of June 8, 2026.
How has WEL7 performed lately?
Based on data from June 8, 2026, WEL7 returned 2.86% over the past month, 7.37% over the last three months and 2.28% year-to-date.
What are the latest inflows or outflows for WEL7?
As of June 8, 2026, WEL7 recorded net flows of +€608M over the last month and +€625M year-to-date.
Does WEL7 distribute dividends?
WEL7 follows a capitalizing, meaning it reinvests income within the fund.
What are the main country or region exposures of WEL7?
As of April 30, 2026, WEL7 has significant geographic allocations in USA, Japan and Canada.
In which sector or theme does WEL7 invest in?
As of April 30, 2026, WEL7 focuses largely on Financials and Information Technology.
How many securities does WEL7 hold and how diversified is it?
As of April 30, 2026, WEL7 holds 190 positions in its portfolio, with 39.36% of assets concentrated in its top 15 holdings.
What are the main positions in WEL7?
As of April 30, 2026, WEL7 top three holdings include JPMORGAN CHASE, VISA INCORPORATION and MASTERCARD.
What is the base currency of WEL7?
The base currency of WEL7 is EUR.
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