SSgA State Street SPDR MSCI World Financials UCITS ETF (SWX:WFIN)

Switzerland · Delayed Price · Currency is CHF · Price in USD

102.80

-0.84 (-0.81%)

Last updated: Sep 9, 2026, 11:40 AM CET

Assets	386.35M
Expense Ratio	n/a
PE Ratio	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Ex-Dividend Date	n/a
Payout Frequency	n/a
Payout Ratio	n/a
1-Year Return	+14.73%

Volume	n/a
Open	102.80
Previous Close	103.64
Day's Range	102.80 - 102.80
52-Week Low	84.81
52-Week High	107.02
Beta	0.85
Holdings	245
Inception Date	Apr 29, 2016

About WFIN

SSgA State Street SPDR MSCI World Financials UCITS ETF is an exchange traded fund launched and managed by State Street Global Advisors Limited. The fund is co-managed by State Street Global Advisors France S.A. It invests in the public equity markets of developed countries across the globe. The fund seeks to invest in the stocks of companies operating in the financial sector. It invests in the stocks of large-cap and mid-cap companies. The fund seeks to replicate the performance of the MSCI World Financials Index, by investing in the stocks of companies as per their weightings in the index. SSgA State Street SPDR MSCI World Financials UCITS ETF was formed on April 29, 2016 and is domiciled in Ireland.

Asset Class Equity

Category Sector Equity Financial Services

Stock Exchange SIX Swiss Exchange

Ticker Symbol WFIN

Performance

WFIN had a total return of 14.73% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.59%.

Top 10 Holdings

30.38% of assets

Name	Symbol	Weight
JPMorgan Chase & Co.	JPM	6.27%
Berkshire Hathaway Inc.	BRK.B	4.84%
Visa Inc.	V	4.12%
Mastercard Incorporated	MA	3.10%
Bank of America Corporation	BAC	2.53%
HSBC Holdings plc	HSBA	2.33%
Royal Bank of Canada	RY	1.90%
The Goldman Sachs Group, Inc.	GS	1.87%
Wells Fargo & Company	WFC	1.76%
Mitsubishi UFJ Financial Group, Inc.	8306	1.67%

View More Holdings