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WELD

GradeDNew York Stock Exchange Arca

Tema U.S. Manufacturing & Reshoring ETF

Themes · Tema · Inception 2023-05-10

$53.77+0.23 (+0.42%)

As of Sep 23, 2026, 3:10 PM EDT

History starts May 11, 2023.
Intraday session: up, 68 prints from 53.55 to 53.77. Range 53.16 to 53.97. Use the arrow keys to read each point.$53.20$53.40$53.60$54.0010 AM12 PM2 PM4 PM
Expense ratio
0.75%
Fund size
$270M
1Y return
+24.5%
Yield · Last 12 months
0.25%
Holdings
23
Volume · 30D
0M sh
NAV per share
$53.19
52W range
low $41.34high $67.00

The ETF.net WELD Grade

D

38/ 100

Rank 7 of 8 in Reshoring & Supply Chain

Confidence Medium

Six-pillar profile for WELD. Scores out of 100: Cost 20, Risk 39, Mission not scored, Tradability 69, Holdings 36, Durability 66. Strongest: Tradability (69). Weakest: Cost (20). Based on 5 of 6 pillars.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 38 of 100 sits in the D band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.

  • Cost

    What you pay to own it — the expense ratio plus trading frictions, ranked within its category.
    FScore 20
    Category rank8/8 · bottom quartile
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    Not scored
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    DScore 39
    Category rank7/8 · bottom quartile
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    BScore 69
    Category rank2/8 · top 25%
  • Holdings

    What it actually owns — the quality, breadth, and concentration of the underlying portfolio.
    DScore 36
    Category rank7/8 · bottom quartile
  • Durability

    Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.
    BScore 66
    Category rank2/8 · top 25%

Graded as of Sep 22, 2026 · Based on 5 of 6 pillars

Our read on WELD

ETF.net Research

DMost reshoring funds buy the whole factory floor. WELD picks roughly two dozen U.S. industrial names by hand, with a valuation screen built into the mandate, and it was doing this in 2023 before the index giants turned up.

Stated mandate

The Fund seeks long-term growth.

Why people hold it

  1. 01Actively run rather than indexed: around 26 U.S. industrial names chosen by an industrials portfolio manager, not a rules-based basket of a hundred-plus tickers.temaetfs.com
  2. 02Valuation is written into the strategy: it targets reshoring companies priced attractively against their own fundamentals and growth, a rarity in thematic land.
  3. 03An early mover in the theme. It listed in May 2023 as RSHO, more than a year before iShares brought its U.S. manufacturing index fund (MADE) to market.businesswire.cominvesting.com
  4. 04Among the reshoring and supply-chain funds we review, it sits in the upper half of the group, with tradability its stronger suit.

Worth knowing

  1. 01At 0.75% a year it matches the median for its peer group, but broader index rivals cost less: MADE at 0.40% and IETC at 0.18%.
  2. 02Roughly 26 holdings concentrated in Industrials, Materials and Utilities means one company or one sector cycle can move the whole fund.temaetfs.com
  3. 03It trades thinly next to the category's index heavyweights, so bid-ask spreads can run wider than headline expenses suggest.

WELD Holdings

As of Sep 20, 2026, 6:07 AM
Asset class
Stocks
Holdings
23
Top-10 weight
61%
Largest holding
CGNX7.5%

Sectors

  • Industrials73.5%
  • Technology16.6%
  • Materials8.3%
  • Energy1.6%

Geography

  • United States82.57%
  • United Kingdom4.85%
  • Ireland4.77%
  • Taiwan4.14%
  • Switzerland3.67%
The fund’s holdings, weight-ordered — page 1 of 2.
#TickerCompanyWeight %SharesMarket valueIn ETFs
001CGNXCOGNEX CORP7.52%328,236$20M189
002TKRTIMKEN CO/THE7.36%168,913$20M157
003GTESGATES INDUSTRIAL CORP LTD6.93%726,974$19M137
004PHPARKER-HANNIFIN CORP6.75%19,207$18M344
005AITAPPLIED INDUSTRIAL TECHNOLOGIES INC6.71%56,023$18M193
006TEXTEREX CORP6.21%282,767$17M134
007ATIATI INC5.20%72,940$14M225
008ETNEATON CORP PLC5.06%32,013$14M259
009CATCATERPILLAR INC4.99%16,558$13M448
010NOVTNOVANTA INC4.75%95,779$13M83
011LINLINDE PLC4.73%27,578$13M272
012POWLPOWELL INDUSTRIES INC4.70%68,575$13M150
013TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD4.24%26,190$11M268
014ABBN.SWABB LTD3.81%105,156$10M180
015ROKROCKWELL AUTOMATION INC3.75%24,212$10M350

Showing 1–15 of 23 holdings

WELD Performance

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

WELD$12,449
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,723
Sep 22, 2025 to Sep 22, 2026. WELD $12,449. SPY $11,723. Use the arrow keys to read each point.$9,124$12,073$15,022Sep 2025Mar 2026Sep 2026

Sep 22, 2025 – Sep 22, 2026

Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for WELD. Periods over one year show the average yearly return.
PeriodWELD
Year to date+20.8%
1 month−4.0%
3 months−14.4%
1 year+24.5%
3 years+25.0%per year
5 yearsFund is under 5 years oldper year
10 yearsFund is under 10 years oldper year

As of the close, with distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for WELD
YearReturn barWELD
2026 YTD+20.8%
2025+19.2%
2024+17.3%
2023+28.3%

History from May 11, 2023

WELD in the news

ETF.net Research hasn’t filed on WELD yet — coverage lands here as it’s written.

WELD Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Sep 22, 2026.
0.25%Last 12 months
Payout per share
$0.13Last 12 months
Last payment
$0.13 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Annual

Distribution history

2023–2026

One bar per payment. 3 payments from 2023 to 2026 YTD. Dec 13, 2023 $0.08; Dec 11, 2024 $0.10; Dec 10, 2025 $0.13. Use the arrow keys to read each point.2023202420252026YTD
Ex-datePay dateAmount per share
Dec 10, 2025Dec 11, 2025$0.13
Dec 11, 2024Dec 12, 2024$0.10
Dec 13, 2023Dec 15, 2023$0.08

WELD Risk

How much the fund’s monthly returns vary, scaled to a year.
23.0%
Annualised · 36 months to Aug 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
0.82
vs 3-month T-bills · to Aug 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−27.3%
40 months · trough Apr 2025
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
1.29
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

WELD Cost

Expense ratio0.75%
  • The middle half of Reshoring & Supply Chain funds
  • Median 0.64%

5 of the 8 Reshoring & Supply Chain funds charge less.

WELD costs $75.00 a year on $10,000. The median Reshoring & Supply Chain fund costs $64.00.