LBO ETF
WHITEWOLF Publicly Listed Private Equity ETF
LBO ETF Overview
LBO ETF (WHITEWOLF Publicly Listed Private Equity ETF) is managed by White Wolf Capital Advisors with $7.7M in net assets. LBO expense ratio is 6.53%, holding 40 positions across sectors including Financials, Industrials. Inception date: 2023-11-30.
LBO performance shows a YTD return of -10.40%. The 1-year return is -15.86%. LBO dividend yield stands at 6.38%, paid quarterly.
LBO top holdings include Athene (Ath) / Apollo Global Management (Apo) (10.8%), Ares Capital Corp (9.9%), Ares Management Corp A (8.1%), Kkr & Co. Inc. Class a (7.7%), Blackstone Secured Lending Fund (7.1%). Go to all LBO holdings, LBO sectors, or LBO dividends.
LBO can be compared against other funds. Use LBO overlap to find shared positions, or LBO vs another fund for a side-by-side view. LBO alternatives are available via the screener, along with tax-loss harvesting opportunities.