(WINA) iShares World Equity High - Ratings and Ratios

Exchange: AS • Country: Netherlands • Currency: USD • Type: Etf • ISIN: IE0000P0RPE6

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 and , WINA is expected to trade within a narrow range, supported by its low ATR and stable moving averages. The funds income focus aligns with current market demand for yield, though its small AUM may limit upside potential. Investors should monitor dividend yield sustainability of its underlying holdings and broader market sentiment toward income-focused equities.

Additional Sources for WINA ETF

Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle

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 paid

WINA 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%)
What is the price of WINA shares?
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%.
Is iShares World Equity High a good stock to buy?
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%.
Is WINA a buy, sell or hold?
iShares World Equity High has no consensus analysts rating.
What are the forecasts for WINA share price target?
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%