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 $6.1M 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 -14.68%. The 1-year return is -12.71%. LBO dividend yield stands at 6.27%, paid quarterly.
LBO top holdings include Ares Capital Corp (10.9%), Athene (Ath) / Apollo Global Management (Apo) (10.3%), Blackstone Secured Lending Fund (7.8%), Ares Management Corp A (7.6%), Kkr & Co. Inc. Class a (7.4%). 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.