Index
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WilderHill Clean Energy (ECO)
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WilderHill New Energy Global Innovation (NEX)
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WilderHill Hydrogen Economy (H2X)
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WilderHill Wind Energy (WNX)
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Theme / Year went Live:
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First-ever for Clean Energy – since 2004
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First-ever for Global Clean Energy – 2006
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New for Hydrogen – went live 2022
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New for Wind Energy – went live 2022
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Index Components listed:
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U.S. Exchanges: the NYSE, NASDAQ
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Global, Solactive developed nations list[i] plus Taiwan, South Korea
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Global, Solactive developed nations list[i] plus Taiwan, South Korea
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Global, Solactive developed nations list[i] plus Taiwan, South Korea
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Weighting Method:
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Modified-equal weight is voice to all components; No overweighting at top
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Straight-equal weight is voice to all components; No overweighting at top
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Straight-equal weight is voice to all components; No overweighting at top
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Straight-equal weight is voice to all components; No overweighting at top
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Components minimum floor & requirements:
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>$50m market cap; share price floor for all >$1.00; companies are equal-weight within their own assigned sectors; Any companies under <$200m market cap at rebalance are *Banded at 0.50% weight each from rebalance.
Calculations are by New York Stock Exchange (NYSE)
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>$100m market cap; Over >$750k ADTV existing components; Over >$1 million ADTV new components.
Companies missing critical ESG data not eligible; datasets screen on Global Standards Screening (GSS), Controversy Score, ESG Risk Ratings (ESG RR), Product Involvement fields (PI); companies missing GSS, Controversy, ESG RR or all PI fields, are removed from eligible universe.[ii]
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>$100m market cap; Over >$750k ADTV existing components; Over >$1 million ADTV new components.
Companies missing critical ESG data not eligible; datasets screen on Global Standards Screening (GSS), Controversy Score, ESG Risk Ratings (ESG RR), Product Involvement fields (PI); companies missing GSS, Controversy, ESG RR or all PI fields, are removed from eligible universe.[ii]
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>$100m market cap; Over >$750k ADTV existing components; Over >$1 million ADTV new components.
Companies missing critical ESG data not eligible; datasets screen on Global Standards Screening (GSS), Controversy Score, ESG Risk Ratings (ESG RR), Product Involvement fields (PI); companies missing GSS, Controversy, ESG RR or all PI fields, are removed from eligible universe.[ii]
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Tracker ETF / UCITS Fund U.S./Europe
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Yes: PBW in U.S.
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Yes: PBD in U.S.
Yes: GCLE.L etc in Europe
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Yes: HYDE.L etc in Europe
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Yes: WNDE.L etc in Europe
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Clean – avoids fossil fuels & nuclear power:
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Yes, volatile with smaller and cleaner pure-plays
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Yes, volatile with smaller and cleaner pure-plays
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Yes, volatile with smaller and cleaner pure-plays
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Yes, volatile with smaller and cleaner pure-plays
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