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Global ETF Survey 2026

Trackinsight Global ETF Survey 2026
WFIN

State Street SPDR MSCI World Financials UCITS ETF

Passive ETFEquity

The WFIN Exchange Traded Fund (ETF) is provided by State Street Investment Management. It is built to track an index: MSCI World Financials Capped 35/20 Index. The WFIN ETF provides physical exposure, so by buying it you actually own parts of all the 230 underlying holdings. The dividend policy is capitalization.

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€91.24
-€0.41 (-0.45%) yesterday
8:00 AM 11/03/26 Closed
1D price range
€91.11€91.53
52W price range
€73.63€92.41
YTD Perf.
+8.91%
YTD Flows
Annualized volatility
Fund AuM
€352M
Share class AuM
€352M
TTM Yield
-
Tracking Error
Tracking Difference
ISIN
IE00BYTRR970
TER
0.3%
Inception date
4/29/2016
Replication method
Dividend policy
Compare similar ETFs
API
PerformanceDec 31, 2025 - Nov 2, 2026
-10%-5%0%5%10%JANMARMAYJULSEPNOV
Flows
Join for free to unlock
Data as of 09/30/26
Finance
97.51%
Technology
1.45%
Business Services
1.05%
Latest WFIN news

No content available for this fund

FAQ about WFIN

WFIN is a passively managed ETF that invests in the World Financials segment.
WFIN tracks the MSCI World Financials Capped 35/20 NTR Index - USD, through a full replication replication method.
WFIN carries a total expense ratio (TER) of 0.3%.
WFIN was introduced to the market on April 29, 2016.
State Street SPDR MSCI World Financials UCITS ETF, WFIN, is provided by State Street Investment Management. Learn more about State Street Investment Management here.
WFIN oversees €352M in assets as of November 2, 2026.
WFIN follows a capitalizing, meaning it reinvests income within the fund.
As of September 30, 2026, WFIN has significant geographic allocations in USA, Canada and Japan.
As of September 30, 2026, WFIN focuses largely on Finance, Technology and Business Services.
As of September 30, 2026, WFIN holds 230 positions in its portfolio, with 37.71% of assets concentrated in its top 15 holdings.
As of September 30, 2026, WFIN top three holdings include JPMorgan Chase & Co., Berkshire Hathaway, Inc. and Visa, Inc..
The base currency of WFIN is USD.
Data as of 09/30/26
JPMorgan Chase & Co.
6.18%
Berkshire Hathaway, Inc.
4.93%
Visa, Inc.
4.19%
Mastercard, Inc.
3.15%
Bank of America Corp.
2.49%
HSBC Holdings Plc
2.39%
Royal Bank of Canada
1.92%
The Goldman Sachs Group, Inc.
1.86%
Mitsubishi UFJ Financial Group, Inc.
1.78%
Wells Fargo & Co.
1.70%

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