Simplify Wolfe US Equity 150/50 ETF

Frequently Asked Questions About WUSA

What does WUSA invest in?

The Simplify Wolfe US Equity 150/50 ETF (WUSA) seeks to provide capital appreciation by taking a long position in about 250 stocks combined with a short position in about 150 stocks. A machine learning algorithm is used to analyze hundreds of fundamental factors to determine the stocks with the highest and lowest forward expected returns. The “150/50” in the name refers to the allocation of 150% of the fund’s assets into the long basket and 50% of the fund’s assets into the short basket, resulting in net equity exposure of 100%.

What is the expense ratio of WUSA?

Simplify Wolfe US Equity 150/50 ETF (WUSA) charges an expense ratio of 0.75%. This is the annual fee deducted from fund assets to cover management and operations.

How big is WUSA?

Simplify Wolfe US Equity 150/50 ETF (WUSA) manages $1.9M 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 WUSA actively managed or an index fund?

WUSA's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was WUSA launched?

Simplify Wolfe US Equity 150/50 ETF (WUSA) launched in September 2024 and is managed by Simplify.

How has WUSA performed?

WUSA'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.