EXEQ offers US large-cap equity exposure through an index that selects companies based on a proprietary leadership scoring framework rather than traditional financial factors. Starting from a broad universe of the 500 largest US-listed firms, the index ranks companies using the ReturnOnLeadership composite score, built around four fundamentals: connection to purpose, strategic clarity, leadership alignment, and focused action. The scoring process incorporates both structured metrics and qualitative signals drawn from publicly available disclosures, with generative AI used to help identify key leadership indicators. The fund holds the 50 highest-ranked constituents, resulting in a relatively concentrated portfolio where shifts in leadership assessments can meaningfully affect exposures over time. The index is refreshed quarterly, with adjustments possible following major corporate events.

资产类别

Equity

发行方

Wedbush

注册地

US

成立日期

2026年2月13日

ISIN

US9479132089