WSGE – Warren Street Global Equity ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long term capital appreciation. The fund is an actively managed exchange-traded fund (“ETF”) that seeks to achieve its investment objective by investing in equity securities selected by Warren Street Wealth Advisors, LLC (the “Sub-Adviser”) that provide exposure to companies of all sizes located around the world. Under normal circumstances, at least 80% of the fund’s net assets (plus the amount of any borrowings for investment purposes) will be invested in equity securities. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WSGE	Warren Street Global Equity ETF	ETF	Open	—	—	Dec 8, 2025	$61.11M	0.800%	—	—	—

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