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 $7.1M in net assets. LBO expense ratio is 6.71%, holding 44 positions across sectors including Financials, Unknown, Industrials. Inception date: 2023-11-30.
LBO performance shows a YTD return of -13.66%. The 1-year return is -10.04%. LBO dividend yield stands at 7.39%, paid quarterly.
LBO top holdings include Financials Ares Capital Corp. (10.1%), Athene (Ath) / Apollo Global Management (Apo) (9.8%), Blackstone Secured Lending Fund (7.4%), Kkr & Co Inc (7.3%), Ares Management Corp A (6.3%). View all LBO holdings, sector breakdown, or dividend history.
LBO can be compared against other funds using the overlap calculator or side-by-side comparison tool. LBO alternatives are available via the screener, along with tax-loss harvesting opportunities.