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Wedbush

1Y record: 2–0
Made money: 100%
Money made: $58.0M
Typical return: +8.3%

At a glance · 1 yearNov 13, 2025 – Nov 13, 2026

Funds1 year495th most of 95

Wedbush’s Total Funds

1Y

4 funds · 100% made money

Thematic 2$845M · 96%

IVES+7.1%

−0.1%

IWD+0.2%

Search ETFs and stocks

Portfolio

AssetsMoney invested

$881M

<1% of all ETF money

Win %1 year100%2 of 2 · all 72%

Money made1 year$58.0M68th most of 94 issuers

Typical return1 year+8.3%Middle fund · all +6.5%

Hot streakWeekly—Weekly scores not in yet

Fee per $100Each year$0.7572nd lowest of 95

Launches202622 in 12 months

Data as of Nov 13, 2026 · a scoreboard, not advice

IVEP

new

US stocks 2$36.3M · 4%

TGLR+8.3%EXEQnew

Wedbush ETFs · past-year returns · as of Nov 13, 2026 · one tile per fund, grouped by category, largest first

Wedbush’s Total Holdings

Today

$881Min 4 funds · 2 categories

CategoryFundsAssets ▼Share

Thematic2$845M96%

US stocks2$36.3M4%

Wedbush ETFs · current holdings · as of Nov 13, 2026

Wedbush’s Share of the ETF Market

Today

0%of all US ETF AUM is in Wedbush funds
$881M of $16.42T · 4 of 5,757

Low-Cost Core

$4.94T

US Stock Styles

$3.18T · 798 funds

0%of US Stock Styles AUM

Bonds & Cash

$2.63T

International

$2.29T

Income

$1.02T

Wedbush ETFs · current AUM · as of Nov 13, 2026 · tile size = the bucket’s total AUM

Top 10 Wedbush ETFs

Today

$881M · 100% of $881M

1IVESDan Ives Wedbush AI Revolution$831M

2TGLRLaffer Tengler New Era Value$35.2M

3IVEPDan IVES Wedbush AI Power & Infrastructure$14.2M

4EXEQReturnOnLeadership U.S. Large-Cap$1.1M

Wedbush ETFs · 4 of 4 by assets · as of Nov 13, 2026

Wedbush’s Best ETFs

1Y

+8.3%TGLR, the Laffer Tengler New Era Value fund, led all 2

1TGLRLaffer Tengler New Era Value+8.3%

2IVESDan Ives Wedbush AI Revolution+7.1%

Wedbush ETFs · past-year returns · as of Nov 13, 2026

Wedbush’s 1-Year Record

1Y

2–0made money · lost
of 2 with a full year

100% made moneyAll ETFs 72%

Typical returnMiddle fund

Wedbush+8.3%

All ETFs+6.5%

Best fundTGLR +8.3%

Worst fundIVES +7.1%

Money made for investors$58.0M · 139th of 413 issuers

2 funds are under a year old and don’t count yet.

Wedbush ETFs · past-year returns · as of Nov 13, 2026

Wedbush vs SPDR

1Y

Wedbush4 funds · 68th by money made

vs

SPDRState Street · 187 funds

$58.0MMoney made$193B

$881MAssets$2.14T

$6.6MFees earned$2.5B

100%Win %77%

+8.3%Typical return+6.8%

$0.75Fee per $100$0.12

4Funds187

2Launches 202616

2–2level

Wedbush and SPDR ETFs · past-year results · as of Nov 13, 2026 · each pair scaled to its larger value

Wedbush’s ETF Launches

2026

2in 20262in 12 months

Feb 121 fund

ReturnOnLeadership U.S. Large-Cap

EXEQ

Apr 71 fund

Sectors

$964B

Commodities

$379B

Thematic$374B

0%of Thematic AUM

6 more

$644B

Wedbush’s AUMEveryone elseNo Wedbush funds · 7 bucketsTile size = the bucket’s total AUM

Dan IVES Wedbush AI Power & Infrastructure

IVEP

End-of-day Nov 13, 2026

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