Tweedy Browne Insider + Value ETF Trust Units (COPY)
| Assets | $445.17M |
| Expense Ratio | 0.80% |
| PE Ratio | 12.26 |
| Forward PE | n/a |
| Shares Out | 28.11M |
| Dividend | $0.12 (0.77%) |
| Ex-Dividend Date | Dec 30, 2025 |
| Payout Frequency | n/a |
| Payout Ratio | 9.47% |
| Volume | 107,007 |
| Open | 15.89 |
| Previous Close | 15.86 |
| Day's Range | 15.84 - 15.94 |
| 52-Week Low | 11.86 |
| 52-Week High | 16.20 |
| Beta | n/a |
| Holdings | 486 |
| Inception Date | Dec 27, 2024 |
About COPY
Fund Home PageThe Tweedy Browne Insider + Value ETF Trust Units (COPY) is an exchange-traded fund that mostly invests in stocks across the whole market. The fund is an actively managed fund that selects undervalued equities globally using a proprietary methodology. It focuses on companies where insiders, defined as corporate officers, are actively purchasing equity securities and where the company is conducting share buybacks COPY was launched on Dec 27, 2024 and is issued by Tweedy, Browne Co.
Top 10 Holdings
48.60% of assets| Name | Symbol | Weight |
|---|---|---|
| EUR/USD FWD 20261229 Purchased | n/a | 6.97% |
| EUR/USD FWD 20261130 Purchased | n/a | 6.89% |
| EUR/USD FWD 20270129 Purchased | n/a | 6.73% |
| U.S. Bank Money Market Deposit Account | n/a | 6.24% |
| GBP/USD FWD 20261130 Purchased | n/a | 5.12% |
| GBP/USD FWD 20270129 Purchased | n/a | 5.11% |
| GBP/USD FWD 20261229 Purchased | n/a | 5.07% |
| CAD/USD FWD 20270129 Purchased | n/a | 2.26% |
| CAD/USD FWD 20261130 Purchased | n/a | 2.11% |
| CAD/USD FWD 20261229 Purchased | n/a | 2.09% |
Performance
COPY had a total return of 29.42% in the past year, including dividends. Since the fund's inception, the average annual return has been 28.46%.
News
Navigate Large-Cap Growth Risk With Insider Value Investing
Large-cap growth strategies have been a highly popular investment approach for years. But risk within these strategies have certainly been growing as of late.
In a Crowded ETF Market, Bet on Heritage With COPY
It's no understatement to say ETFs are becoming an increasingly popular investment vehicle in today's market. Key Takeaways: With over 1,000 ETFs launched in 2025 alone, advisors and investors have m...
Why Forced Selling Can Impact Your Value Portfolio
Traditionally speaking, one of the bigger challenges of value investing is determining whether a company is actually facing a real secular decline or whether a true value opportunity is present.
How Share Buybacks Can Create Compelling Value Trades
Broadly speaking, there are plenty of different metrics that analysts and investors can employ when trying to determine whether a stock is undervalued or not. Key Takeaways: There are many methods to ...
COPY ETF Passes in $400M AUM as Value Strategies Surge
Whenever an ETF passes a key threshold for assets under management, it's worth taking a look at how the fund got to this point. This is certainly the case for the Tweedy Browne Insider + Value ETF (CO...
This ETF from a 106-year-old firm has crushed rivals while avoiding ‘Magnificent Seven' stocks
The Tweedy, Browne Insider + Value ETF was a strong performer during 2025, as it took a unique approach to analyzing corporate insiders' stock purchases.
3 Places To Profit (That Are NOT Tech!)
Technology stocks got trounced in the last week as investors sold their winners and bought previous laggards. If you're looking for new places to profit, too, here are three to consider – courtesy of ...
Tweedy, Browne Enters the ETF Market With the Tweedy, Browne Insider + Value ETF (NYSE Ticker: COPY)
STAMFORD, Conn.--(BUSINESS WIRE)--Tweedy, Browne Company, a 104-year-old value-oriented asset management firm serving institutional and individual clients with $7.2 billion under management (as of Dec...