How To Invest In Wind Energy (WNX):
 
An investor cannot directly buy an index. There are commonly, however, index-tracking funds available to ‘buy’ an index by closely matching index performance.
 
IN EUROPE:
In Europe an independent Fund, the Invesco Wind Energy UCITS ETF, symbol WNDE (listed on various Exchanges) seeks to mirror the performance of the WNX. Investors in Europe wishing to trade the global wind energy sector as defined by the WilderHill Wind Energy Index (WNX) can contact their Broker or Invesco directly. An Exchange Traded Fund (ETF) helpfully calculates intra-day. Generally speaking ETFs can carry characteristics of intra-day trading and transparency.
 
The WilderHill Wind Energy Index (WNX) is published by WilderHill New Energy Finance, LLC.
 
No financial instruments or products based on the WNX are sponsored, endorsed, sold or promoted by WilderHill New Energy Finance LLC (WHNEF), nor its calculation agent, and neither WHNEF nor its calculation agent make any representation regarding the advisability of investing in such product(s). Neither Invesco nor Hydrogen Economy UCITS ETF tracking the WNX are sponsored, sold, endorsed or promoted by WHNEF, nor its calculation agent, and neither makes any representation regarding the advisability of investing in the product.
 

  Index

WilderHill Clean Energy (ECO)

WilderHill New Energy Global Innovation (NEX)

WilderHill Hydrogen Economy (H2X)

WilderHill Wind Energy (WNX)

Theme / Year went Live:

First-ever for Clean Energy – since 2004

First-ever for Global Clean Energy – 2006

New for Hydrogen – went live 2022

New for Wind Energy – went live 2022

Index Components can be on:

On U.S. Exchanges: the NYSE, NASDAQ

Global, Solactive developed nations[i] plus Taiwan, S. Korea; potentially more

Global, Solactive developed nations plus Taiwan, S. Korea; potentially more

Global, Solactive developed nations plus Taiwan, S. Korea; potentially more

Weighting Method:

Modified-equal weight is voice to all components; No overweighting at top

Straight-equal weight is voice to all components; No overweighting at top

Straight-equal weight is voice to all components; No overweighting at top

Straight-equal weight is voice to all components; No overweighting at top

Components minimum floor requirements:

Over >$50m market cap

Share price over >$1.00

Any companies under <$200m market cap at rebalance, are *Banded at 0.50% weighting each

Calculations by New York Stock Exchange (NYSE)

Over >$100m market cap

Over >$750k ADTV existing components;

Over >$1 million ADTV for new components.

Calcs by Solactive AG

No breach of UN Global Compact principles. No ESG severe controversies on categories and thresholds provided [ii]

Over >$100m market cap

Over >$750k ADTV existing components;

Over >$1 million ADTV for new components.

Calcs by Solactive AG

No breach of UN Global Compact principles. No ESG severe controversies on categories and thresholds provided [ii]

Over >$100m market cap

Over >$750k ADTV existing components;

Over >$1 million ADTV for new components.

Calcs by Solactive AG

No breach of UN Global Compact principles. No ESG severe controversies on categories and thresholds provided [ii]

Independent Tracker ETF / Fund:

Yes: PBW in U.S.

Yes: PBD in U.S.

Yes: GCLX in Europe

Yes: HYSE in Europe

Yes: WNDE in Europe

Clean – avoids fossil fuels & nuclear power:

Yes, volatile with smaller and cleaner pure-plays

Yes, volatile with smaller and cleaner pure-plays

Yes, volatile with smaller and cleaner pure-plays

Yes, volatile with smaller and cleaner pure-plays

Cognizant of SFDR, BMR in Europe:

n/a

Yes, coming

Yes, coming

Yes, coming

[i] See the latest Solactive List of Developed Countries, https://www.solactive.com/documents

[ii] For details on fields and thresholds applied for exclusion, please refer to individual Index at, Methodology

The ECO Index® is owned by WilderShares. NEX, H2X, WNX Indexes are owned by WilderHill New Energy Finance.