ATLASTweedy, Browne Insider + Value ETF (COPY): outlook, holdings and fees
Tweedy, Browne Insider + Value ETF (COPY) is an exchange-traded fund and is managed by Tweedy, Browne. The expense ratio is 0.81% and the yield is 0.81%. The ten largest holdings are 11% of the fund.
Fund data as of Oct 14, 2026 · Price Nov 2, 2026
ATLAS view on COPY
| Last price | $15.89 (+0.8%) |
|---|---|
| ATLAS chance of a higher price in 1 month | 56% |
| Likely 1-month range (50%) | $15.60 – $16.35 |
| Normal 1-day range (±1σ) | ±0.8% |
| Distribution yield | 0.81% |
ATLAS probabilities use the same calibrated model as every stock page. A fair value is shown for companies, not funds; the holdings below link to the fair value of each company.
COPY fund facts
| Issuer | Tweedy, Browne |
|---|---|
| Theme | US value |
| Assets under management | $412M |
| Expense ratio | 0.81% |
| Number of holdings | 10 |
| Inception | Dec 26, 2024 |
| Exchange | NYSE |
The fund is an actively-managed ETF and pursues its investment objective by investing under normal circumstances at least 80% of its net assets in equity securities of U.S. and non-U.S. companies that Tweedy, Browne Company LLC believes are undervalued, and where either the company"s "insiders" have been actively purchasing the company"s equity securities and/or the company is conducting "opportunistic share buybacks."
COPY top holdings
| Holding | Sector | Weight |
|---|---|---|
| FIRST RESOURCES LIMITED EB5 | Consumer Defensive | 1.49% |
| Bankinter BKT | Financial Services | 1.26% |
| HF Sinclair Corp DINO | Energy | 1.25% |
| Repsol S.A. REP | Energy | 1.16% |
| Peyto Exploration&Development Corp PEY | Energy | 1.01% |
| IG Group Holdings PLC IGG | Financial Services | 1.00% |
| Hana Financial Group Inc. 086790 | Other | 0.97% |
| Norion Bank NORION | Financial Services | 0.96% |
| B&M European Value Retail plc BME | Consumer Defensive | 0.92% |
| National Bank of Canada NA | Financial Services | 0.88% |
Holdings with an ATLAS page link to their probability range, fair value and earnings calendar.
COPY sector breakdown
| Sector | Weight |
|---|---|
| Consumer Cyclicals | 20.7% |
| Financial Services | 15.0% |
| Industrials | 14.1% |
| Energy | 11.9% |
| Consumer Defensive | 9.8% |
| Technology | 8.5% |
| Communication Services | 8.0% |
| Healthcare | 5.7% |
| Basic Materials | 5.6% |
| Utilities | 0.7% |
COPY: frequently asked questions
What does COPY invest in?
Tweedy, Browne Insider + Value ETF invests in a portfolio of securities. Its largest holdings are FIRST RESOURCES LIMITED (1.5%), Bankinter (1.3%), HF Sinclair Corp (1.2%), Repsol S.A. (1.2%), Peyto Exploration&Development Corp (1.0%).
What is the COPY expense ratio?
0.81% a year: about $81.00 for every $10,000 invested.
What is the COPY dividend yield?
0.81%. ATLAS does not hold the exact distribution dates for ETFs.
Will COPY go up?
Nobody can know. The ATLAS model puts the chance of a higher price in one month at 56%, with a likely range (50%) of $15.60 to $16.35 from $15.89 today. It is a probability, not a prediction.
Similar ETFs: US value
Educational information, not investment advice. Disclaimer