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September 2026what changed

iShares World Equity High Income Active UCITS ETF · IE0000P0RPE6 · WINA · snapshots compared: 20 Aug31 August 2026
In brief: 12 holdings added and 32 removed from the basket · 3 weight changes beyond ±0.25 points · monthly return +1.8% · costs and key facts unchanged.

Basket — holdings added (12)

HoldingWeight on entry
SANDISK0.18%
DBS GROUP HOLDINGS LTD0.14%
TYSON FOODS INC CLASS A0.08%
KRAFT HEINZ0.07%
BROOKFIELD INFRASTRUCTURE CORP CLA0.05%
LINK REAL ESTATE INVESTMENT TRUST0.04%
OLD DOMINION FREIGHT LINE0.04%
MONDAYCOM0.03%
and 4 more0.03%

Basket — holdings removed (32)

HoldingWeight on exit
SHERWIN WILLIAMS0.06%
CENTERPOINT ENERGY0.05%
MAGNA INTERNATIONAL0.04%
AFLAC0.03%
ARM HOLDINGS AMERICAN DEPOSITARY S0.03%
PRYSMIAN0.03%
EMERSON ELECTRIC0.03%
SKYWORKS SOLUTIONS0.02%
and 24 more0.02%

Holdings compared (excluding cash instruments): 412 → 392.

Holding weights

Holdingfromto
INTESA SANPAOLO0.47%0.90%
NEXTERA ENERGY0.38%0.69%
CONSOLIDATED EDISON0.63%0.37%

Top 10 — before and after

Holding6 Aug31 Aug
NVIDIA4.83%4.85%
BLK ICS US TREAS AGENCY DIS3.16%4.45%
APPLE3.95%3.99%
MICROSOFT3.34%3.39%
ALPHABET CLASS A1.65%1.55%
AMAZON.COM INC1.57%1.51%
ALPHABET CLASS C1.61%1.50%
BROADCOM INC1.65%1.44%
COCA-COLA1.28%1.31%
COSTCO WHOLESALE CORP1.14%1.22%

Combined top-10 weight: 24.2% → 25.2%.

Sectors — where the weight moved

Real Estate
1.31.0
Consumer Discretionary
7.67.3
Financials
14.214.0
Information Technology
26.927.1
Energy
5.65.8

Bars scaled to the change: orange = up, grey = down. Basket percentages at the two snapshots.

Countries

Country6 Aug31 Aug
United States68.6%66.6%
Italy0.1%2.0%
Ireland3.2%4.5%

The three countries that moved the most between the two snapshots.

Monthly return

+1.8% in USD (NAV 7.347.47, 31 Jul31 Aug). Accumulating fund: no distributions.

Assets over the month

21 mln $23 mln $3 Aug31 Aug

24 mln $19 mln $ (issuer’s daily series).

Costs and key facts

TER0.35% — unchanged
Transaction costs (KID)0.35% — unchanged
Index, name, policyno change in the period
Issuer-declared basket snapshots, compared by Rebalix. Each section states its own dates: the basket comparison uses the issuer file dates; top 10 and breakdowns the dates of the two archived snapshots. Weight changes are shown above ±0.25 points (the archive records them from ±0.1). We record the past: nothing on this page is a recommendation.
iShares World Equity High Income Active UCITS ETF — what changed: September 2026