(WINA) iShares World Equity High - Ratings and Ratios
High Dividend Stocks, Global Equities, Equity Income
Description: WINA iShares World Equity High
The iShares World Equity High Income UCITS ETF USD Acc (AS:WINA) is a Netherlands-domiciled exchange-traded fund designed to provide exposure to global equity markets with a focus on high-income generating securities. The fund tracks the Morningstar Global High Dividend Yield Net Return USD Index, which identifies companies with high dividend yields across developed and emerging markets. It is structured as a UCITS-compliant vehicle, ensuring adherence to European regulatory standards for investor protection and transparency.
From a technical perspective, WINA is currently trading at 5.47 USD, slightly below its 20-day moving average of 5.63 and 50-day moving average of 5.59, while remaining above its 200-day moving average of 5.43. This indicates short-term weakness but longer-term stability. The Average True Range (ATR) of 0.04 reflects low volatility, suggesting a relatively stable trading range. Average daily volume of 1060 shares highlights limited liquidity, which may impact execution for larger trades.
With assets under management (AUM) of 1.70 million USD, the fund operates with a modest scale, which may influence its expense ratio and tracking efficiency. Its focus on high-dividend yield stocks positions it as a income-oriented investment vehicle, appealing to investors seeking regular income from global equities.
3-Month Forecast: Based on
Additional Sources for WINA ETF
WINA ETF Overview
Market Cap in USD | 2m |
Category | Global Equity Income |
IPO / Inception | 2024-03-26 |
WINA ETF Ratings
Growth Rating | 46.7 |
Fundamental | - |
Dividend Rating | 0.0 |
Rel. Strength | -2.01 |
Analysts | - |
Fair Price Momentum | 5.44 USD |
Fair Price DCF | - |
WINA Dividends
Currently no dividends paidWINA Growth Ratios
Growth Correlation 3m | 96.3% |
Growth Correlation 12m | 66% |
Growth Correlation 5y | 82.1% |
CAGR 5y | 14.19% |
CAGR/Max DD 5y | 0.96 |
Sharpe Ratio 12m | 1.75 |
Alpha | 1.73 |
Beta | 0.674 |
Volatility | 8.31% |
Current Volume | 1.6k |
Average Volume 20d | 0.3k |
Stop Loss | 5.7 (-4.4%) |
As of July 12, 2025, the stock is trading at USD 5.96 with a total of 1,600 shares traded.
Over the past week, the price has changed by -0.01%, over one month by +1.86%, over three months by +15.97% and over the past year by +11.62%.
Partly, yes. Based on ValueRay´s Analyses, iShares World Equity High (AS:WINA) is currently (July 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 46.67 and therefor an somewhat technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of WINA is around 5.44 USD . This means that WINA is currently overvalued and has a potential downside of -8.72%.
iShares World Equity High has no consensus analysts rating.
According to our own proprietary Forecast Model, WINA iShares World Equity High will be worth about 6.2 in July 2026. The stock is currently trading at 5.96. This means that the stock has a potential upside of +4.19%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 6.2 | 4.2% |