William Blair ETF Trust - William Blair Emerging Income Etf

Frequently Asked Questions About WINC

What does WINC invest in?

Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in fixed income securities. The fund may invest up to 35% of its assets in below investment grade securities with no more than 5% of the fund's assets permitted to be invested in fixed income securities whose highest rating is rated below BB- BY S&P, BB- by Fitch or Ba3 my Moody's.

What is the expense ratio of WINC?

William Blair ETF Trust - William Blair Emerging Income Etf (WINC) charges an expense ratio of 0.65%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WINC?

William Blair ETF Trust - William Blair Emerging Income Etf (WINC) manages $82.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is WINC actively managed or an index fund?

WINC is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (WINC's is 0.65%) because there's no security selection cost.

When was WINC launched?

William Blair ETF Trust - William Blair Emerging Income Etf (WINC) launched in May 2021 and is managed by William Blair.

How has WINC performed?

WINC's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.