WEBs Investments' Defined Volatility Sector ETFs aim to manage risk and adapt to changing market conditions.
Quiver AI Summary
WEBs Investments recently marked one year since the launch of its Defined Volatility℠ Sector ETF suite, designed to address the challenges of market volatility and sector rotation. The ETFs, which include 11 sector-focused funds alongside flagship ETFs like the WEBs Defined Volatility℠ SPY ETF and WEBs Defined Volatility℠ QQQ ETF, utilize a systematic approach to adjust equity exposure based on market conditions. This strategy allows advisors to manage risk without needing to make manual timing decisions. Despite a turbulent market, the Defined Volatility Sector ETFs showed positive returns in 8 of 11 sectors since their inception. The Funds aim to deepen advisor education as they adapt to market cycles, promoting dynamic risk management amid increasing volatility in financial markets.
Potential Positives
- WEBs Investments successfully launched its Defined Volatility℠ Sector ETF suite, catering to a market environment marked by significant volatility, thereby addressing specific investor needs.
- The Defined Volatility℠ Sector ETFs achieved positive returns in 8 out of 11 sectors since their inception, demonstrating effective performance during challenging market conditions.
- The funds utilize a transparent, systematic methodology that allows for dynamic adjustment of equity exposure, providing investors with a risk management tool without necessitating manual market timing.
- Liquidity is emphasized as a foundational feature, enabling advisors and clients to access and exit positions efficiently, even in volatile markets.
Potential Negatives
- The performance of the WEBs Defined Volatility℠ XLC ETF has declined significantly, with a 1-year NAV return of -5.56% and a since inception NAV return of -8.26%, indicating poor performance relative to its peers.
- Despite positive returns in 8 of 11 sectors, three funds within the suite have yielded negative returns, which could raise concerns about the overall effectiveness of the strategy.
- The funds' classification as 'non-diversified' presents a risk of higher volatility and potential losses, which may not be appealing to risk-averse investors.
FAQ
What are WEBs Defined Volatility Sector ETFs?
WEBs Defined Volatility Sector ETFs are investment funds designed to manage risk during volatile market conditions by adjusting equity exposure.
When were these ETFs launched?
The WEBs Defined Volatility Sector ETFs were launched on July 23, 2025, to provide systematic risk management in investment portfolios.
What is the methodology behind these ETFs?
These ETFs employ a transparent, systematic methodology that adjusts equity exposure based on changes in market volatility to preserve capital.
How did the Defined Volatility ETFs perform in the past year?
Despite market volatility, the Defined Volatility Sector ETFs delivered positive returns in 8 out of 11 sectors since their inception in 2025.
What focus does WEBs Investments have going forward?
WEBs Investments aims to enhance advisor education and demonstrate the effectiveness of these funds across various market cycles.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$WHG Insider Trading Activity
$WHG insiders have traded $WHG stock on the open market 62 times in the past 6 months. Of those trades, 0 have been purchases and 62 have been sales.
Here’s a breakdown of recent trading of $WHG stock by insiders over the last 6 months:
- SUSAN M BYRNE has made 0 purchases and 56 sales selling 72,354 shares for an estimated $1,288,741.
- BRIAN O CASEY (CEO) sold 18,943 shares for an estimated $307,255
- ADRIAN HELFERT (CIO, Multi-Asset Inv.) sold 10,772 shares for an estimated $174,721
- FABIAN GOMEZ (President) sold 6,223 shares for an estimated $100,937
- MATTHEW LOCKRIDGE (Head, U.S. Value Inv.) sold 5,379 shares for an estimated $87,247
- MURRAY III FORBES (Chief Financial Officer) sold 2,859 shares for an estimated $46,372
- DAVID O LINTON (Head of Distribution) sold 2,654 shares for an estimated $43,047
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$WHG Revenue
$WHG had revenues of $25M in Q1 2026. This is an increase of 7.37% from the same period in the prior year.
You can track WHG financials on Quiver Quantitative's WHG stock page.
You can access data on WHG stock through the Quiver Quantitative API.
$WHG Hedge Fund Activity
We have seen 31 institutional investors add shares of $WHG stock to their portfolio, and 25 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WESTWOOD HOLDINGS GROUP INC added 444,245 shares (+inf%) to their portfolio in Q1 2026, for an estimated $7,316,715
- RENAISSANCE TECHNOLOGIES LLC removed 22,691 shares (-6.1%) from their portfolio in Q1 2026, for an estimated $373,720
- ADVISOR OS, LLC added 20,035 shares (+inf%) to their portfolio in Q1 2026, for an estimated $329,976
- GARNER ASSET MANAGEMENT CORP removed 13,290 shares (-10.7%) from their portfolio in Q1 2026, for an estimated $218,886
- MARQUETTE ASSET MANAGEMENT, LLC added 10,801 shares (+inf%) to their portfolio in Q2 2026, for an estimated $206,947
- PEAPOD LANE CAPITAL LLC removed 9,821 shares (-11.1%) from their portfolio in Q1 2026, for an estimated $161,751
- BARCLAYS PLC removed 9,638 shares (-77.8%) from their portfolio in Q1 2026, for an estimated $158,737
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Full Release
PARK CITY, Utah, July 27, 2026 (GLOBE NEWSWIRE) -- One year ago, WEBs Investments launched its Defined Volatility℠ Sector ETF suite into a market environment that would quickly test its core premise. Over the past 12 months, investors navigated sharp volatility spikes, rapid sector rotations, and the kind of whipsaw conditions that can challenge traditional buy-and-hold sectors. The WEBs Defined Volatility℠ Sector ETFs were built for exactly that environment: seeking to reduce portfolio risk when markets deteriorate and to increase equity exposure when markets stabilize.
Launched on July 23, 2025, the 11 Defined Volatility℠ Sector ETFs expanded the firm's Defined Volatility℠ ETF lineup beyond broad market exposure, joining the flagship WEBs Defined Volatility℠ SPY ETF (Nasdaq: DVSP) and WEBs Defined Volatility℠ QQQ ETF (Nasdaq: DVQQ). For advisors seeking sector exposure with built-in risk management, the Defined Volatility℠ funds offer a rules-based alternative to traditional sector ETFs, one designed to adjust equity exposure systematically as market conditions evolve.
"The past year reminded investors why volatility management matters and why timing the market manually is so difficult," said Ben Fulton, CEO of WEBs ETFs. "What we've learned in our first year is that advisors are drawn to the systematic nature of the approach. They don't have to make a judgment call about when to dial up or pull back risk. The methodology does it for them, rules-based and transparently. As market volatility becomes a more permanent feature of the landscape, we believe dynamic risk management is only going to become more important for advisors building portfolios for clients who can't afford to sit through the full brunt of a drawdown.”
Each fund employs a transparent, systematic methodology that dynamically adjusts equity exposure based on realized market volatility. When volatility falls below a target level, the strategy increases exposure to the underlying sector ETF. When volatility rises above that threshold, exposure is reduced and assets shift to U.S. Treasuries and cash equivalents, seeking to preserve capital without requiring an investor to sell their position or realize a gain. When conditions normalize, the strategy moves back in, again systematically and without triggering a taxable event. The result is a portfolio tool designed to help investors stay invested in sectors they want exposure to, with a built-in shock absorber for periods of elevated volatility.
Liquidity is a foundational feature of the Defined Volatility℠ Sector ETF suite. With a creation basket size of 5,000 shares and each fund linked to some of the most actively traded sector ETFs in the market, advisors and their clients can access and exit positions efficiently, even during periods of elevated market stress. The funds' direct linkage to high-volume, well-established sector ETFs provides meaningful transparency into how the strategy trades in practice.
Despite significant market volatility and sharp sector rotations during the past year, the Defined Volatility Sector ETFs delivered positive returns in 8 of 11 sectors since inception on July 23, 2025, led by Technology, Energy, Industrials and Health Care.
| Fund | Gross Expense Ratio |
1-Year (NAV)
As of 7/22/26 |
Since Inception (NAV)
As of 6/30/26 |
Since Inception (Market Price)
As of 6/30/26 |
||||
| WEBs Defined Volatility XLB ETF (Nasdaq: DVXB) |
0.89%
|
9.94%
|
10.09%
|
9.34%
|
||||
| WEBs Defined Volatility XLC ETF (Nasdaq: DVXC) |
0.89%
|
-5.56%
|
-8.26%
|
-9.08%
|
||||
| WEBs Defined Volatility XLE ETF (Nasdaq: DVXE) |
0.89%
|
60.91%
|
38.93%
|
35.66%
|
||||
| WEBs Defined Volatility XLF ETF (Nasdaq: DVXF) |
0.89%
|
8.92%
|
0.40%
|
-1.06%
|
||||
| WEBs Defined Volatility XLK ETF (Nasdaq: DVXK) |
0.89%
|
51.10%
|
56.99%
|
55.29%
|
||||
| WEBs Defined Volatility XLI ETF (Nasdaq: DVIN) |
0.89%
|
20.34%
|
25.43%
|
21.11%
|
||||
| WEBs Defined Volatility XLRE ETF (Nasdaq: DVRE) |
0.89%
|
1.16%
|
-1.53%
|
-2.03%
|
||||
| WEBs Defined Volatility XLU ETF (Nasdaq: DVUT) |
0.89%
|
11.36%
|
8.94%
|
11.51%
|
||||
| WEBs Defined Volatility XLY ETF (Nasdaq: DVXY) |
0.89%
|
-11.13%
|
-7.93%
|
-8.64%
|
||||
| WEBs Defined Volatility XLP ETF (Nasdaq: DVXP) |
0.89%
|
2.33%
|
0.39%
|
0.39%
|
||||
| WEBs Defined Volatility XLV ETF (Nasdaq: DVXV) |
0.89%
|
28.31%
|
28.09%
|
24.67%
|
||||
Performance data quoted represents past performance. Current performance may be lower or higher than the performance data quoted. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. For performance information current to the most recent month-end and standardized performance, please call 844.455.9327 or
visit websinv.com
.
WEBs’ focus going forward is deepening advisor education and continuing to demonstrate how these funds work across a full market cycle. Visit the WEBs Learning Hub for more.
About WEBs Investments Inc.
WEBs Investments Inc. ("Westwood Engineered Beta") is an investment adviser registered with the U.S. Securities and Exchange Commission, dedicated to developing innovative strategies that democratize access to institutional-caliber investment solutions. WEBs was founded in 2024 by ETF industry veterans Ben Fulton, Keith Cunningham, Kevin Rich and Tony Trevisan.
The Funds are distributed by Foreside Fund Services, LLC, which is not affiliated with WEBs Investments Inc., Westwood Holdings Group, Inc., U.S. Bank, or any of their affiliates.
Investors should consider the investment objectives, risks, charges, and expenses carefully before investing.
To determine if this fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds’ prospectus or summary prospectus which may be obtained by downloading at websinv.com or calling 844.455.9327. Please read the prospectus or summary prospectus carefully before investing.
The Funds are newly formed and have limited operating history. The Funds are passively managed ETFs listed for trading on the Exchange. Each Fund implements its investment objective by investing, under normal market conditions, at least 80% of its net assets (including borrowings for investment purposes) in financial instruments that achieve the investment results of its Index. From time to time as determined by the Index, each Fund may hold cash, cash-like instruments, or high-quality fixed income securities. Because each Fund seeks exposure to its Underlying ETF, each Fund's investment performance largely depends on the investment performance and associated risks of the Underlying ETF. Each Fund is classified as 'non-diversified,' which means it may invest a higher percentage of its assets in a fewer number of issuers than a 'diversified' fund. If for any reason a Fund is unable to rebalance all or a portion of its portfolio, or if all or a portion of the portfolio is rebalanced incorrectly, the Fund's investment exposure may not be consistent with its investment objective. There can be no assurance that the Funds will achieve their investment objectives, and they could incur substantial losses. No investment strategy or process can guarantee performance results. Exchange Traded Funds (ETFs) are subject to market risk, including the possible loss of principal.
The Market Price and NAV may differ. Market Price represents the current price at which shares are bought and sold on the exchange. Market Performance is based on the last trade price or closing price for each trade date. NAV represents the dollar value of a single share, based on the value of the underlying assets of the fund minus its liabilities, divided by the number of shares outstanding. NAV Performance is calculated using the NAV at the end of each business day.
WEBs Media Inquiries:
For WEBs Investments Inc. Gregory
[email protected]