Surmount Adds Hypatia Capital’s WCEO ETF to the Platform

Surmount is excited to announce that the Hypatia Women CEO ETF (WCEO) is now officially available for trading and automation on the platform. This addition expands the range of high-quality, differentiated investment options available to Surmount users and reflects our mission to bring modern, data-driven opportunities to everyday investors.

WCEO is the first ETF dedicated solely to U.S. publicly traded companies led by female CEOs. Its leadership-focused methodology offers a precise and distinctive way to invest in a segment of the market that has historically demonstrated notable strengths in performance, risk management, and innovation.

For investors building automated strategies on Surmount, WCEO provides a compelling new component for constructing diversified, resilient investment portfolios.

What Makes the WCEO ETF Distinct

Hypatia Capital’s WCEO ETF stands out in both design and purpose. Its methodology is transparent, systematic, and rooted in decades of academic and financial research on the impact of leadership diversity.

A Leadership-Based Framework

WCEO selects companies based exclusively on whether they are led by female chief executives. This creates a focused exposure not tied to broad demographic labels, but to a specific executive leadership role shown to influence company direction, strategy, and long-term performance.

Data Supporting the Framework

A growing body of research from McKinsey & Company, S&P Global, Credit Suisse, MSCI, and others shows consistent patterns:

• Companies with gender-diverse leadership teams often outperform on profitability and return on equity.

• Firms led by women frequently demonstrate more disciplined capital allocation and better risk-adjusted decision-making.

• Diverse leadership teams tend to deliver higher innovation revenue and stronger adaptability.

• Studies also indicate lower earnings volatility and greater long-term resilience.

These findings do not guarantee performance, but they illustrate why leadership composition can be a meaningful component of systematic investing.

Rules-Based and Transparent

Because the ETF tracks an index of companies with female CEOs, its methodology is driven by objective rules rather than discretionary selection. This transparency aligns well with automated investing, where clarity and consistency are essential.

Why WCEO Belongs on Surmount

Each addition to the Surmount platform is evaluated for rigor, relevance, and long-term utility. WCEO brings several advantages that make it particularly suitable for automated investing.

1. Distinct Exposure for Automated Investment Portfolios

Leadership-based exposure offers an additional dimension of diversification beyond sector, style, or factor classifications. WCEO can complement traditional ETF exposures and provide differentiated behavior during various market environments.

2. Alignment With Modern Investor Preferences

Investors increasingly seek portfolios that reflect modern leadership structures, governance dynamics, and empirical performance trends. WCEO fits well within that demand.

3. Clear Demand From Surmount Users

Users have repeatedly requested ETFs that offer intentional, data-backed exposure beyond traditional broad-market funds. The addition of WCEO directly addresses that feedback.

How Surmount Users Can Begin Automating WCEO

Integrating WCEO into your strategy is straightforward and flexible.

Add It to Your Surmount Investment Portfolio

Any portfolio you build on Surmount—allocation-based or rule-based—can now include WCEO as a core or supplementary component.

Use It in Custom Automated Strategies

WCEO is available for all Surmount trading automations, including trend systems, momentum models, rotation strategies, and allocation-driven approaches.

Trade Through Your Existing External Brokerage or Through a Surmount Account

Surmount now supports two investment pathways:

1. Your existing external brokerage account
   Connect Surmount to the brokerage you already use. Your assets remain in your existing account, and Surmount executes trades automatically based on your chosen strategy.

2. A Surmount-powered brokerage account
   For users who prefer an integrated experience, Surmount offers a fully unified brokerage solution where automation, execution, and portfolio management operate seamlessly within one environment.

Both options give investors full control over how they access and deploy WCEO inside automated portfolios.

Get Started With WCEO on Surmount

The WCEO ETF is now available for all Surmount users.

To begin:

1. Log into your Surmount dashboard

2. Add WCEO to your automated investment portfolio

3. Execute your strategy through either your existing brokerage or a Surmount account

4. Continue building toward your long-term investing goals with confidence and automation

Surmount remains committed to providing investors with powerful tools, modern investment opportunities, and greater access to automated strategies.

The information presented is for educational purposes only and not an offer or solicitation for any specific investments. Investments involve risk and are not guaranteed. Consult with a financial adviser before making any investment decisions. Past performance does not guarantee future results.