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WELN ETF · Amundi S&P World Energy Screened UCITS ETF
Performance & flows
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | -1.93%  | +18.51% | +40.57%  | +39.66% | N/A | -5.36% | -5.36% | +29.64%  | |
| Flows |
Key fund info
Essentials
Enterprise
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | +18.51%  | +40.57% | +39.66% | 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 WELN 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.
WELN’s has a Final Sustainability Grade of either C+, C, C-, or D.
Issuer
| AuM | ||
|---|---|---|
MEUDN | Amundi Core Stoxx Europe 600 UCITS ETF | €17.95B |
SP5L | Amundi Core S&P 500 Swap UCITS ETF | €13.82B |
MWRD | Amundi Core MSCI World UCITS ETF | €12.97B |
GOLD | AMUNDI PHYSICAL GOLD ETC | €11B |
WLD | Amundi MSCI World Swap II UCITS ETF | €8.05B |
Frequently asked questions about WELN
What does Amundi S&P World Energy Screened UCITS ETF, WELN, invest in?
WELN is a Passive ETF. This ETF provides exposure to Other Large and Mid-Cap Developed markets Energy Equities.
Which benchmark or index does WELN replicate?
WELN tracks the S&P World Energy Weighted & Screened Index - USD, through a full replication replication method.
What is the Total Expense ratio (TER) of WELN?
WELN carries a total expense ratio (TER) of 0.18%, indicating the annual cost for holding the fund.
When was WELN launched?
WELN was introduced to the market on September 20, 2022. It trades on Germany, among other exchanges
Who is the ETF issuer of WELN?
Amundi S&P World Energy Screened UCITS ETF, WELN, is provided by Amundi. Learn more about Amundi here.
Does WELN have multiple share classes?
Yes, WELN 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 WELN?
WELN oversees €252M in assets as of April 23, 2026.
How has WELN performed lately?
Based on data from April 23, 2026, WELN returned -1.93% over the past month, 18.51% over the last three months and 29.64% year-to-date.
What are the latest inflows or outflows for WELN?
As of April 23, 2026, WELN recorded net flows of -€73M over the last month and +€35M year-to-date.
Does WELN distribute dividends?
WELN follows a capitalizing, meaning it reinvests income within the fund.
What are the main country or region exposures of WELN?
As of March 31, 2026, WELN has significant geographic allocations in USA, Canada and United Kingdom.
In which sector or theme does WELN invest in?
As of March 31, 2026, WELN focuses largely on Energy.
How many securities does WELN hold and how diversified is it?
As of March 31, 2026, WELN holds 26 positions in its portfolio, with 92.64% of assets concentrated in its top 15 holdings.
What are the main positions in WELN?
As of March 31, 2026, WELN top three holdings include EXXON, SCHLUMBERGER and ENBRIDGE.
What is the base currency of WELN?
The base currency of WELN is EUR.
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