When Does the Gerd Kommer Index Rebalance? Dates and a Built-In Countdown

If you hold the Gerd Kommer ETF — the accumulating WELT0A (IE0001UQQ933) or the distributing WELT0B (IE000FPWSL69) — you may have wondered: when does the underlying index actually rebalance? Here is the short answer:

The Gerd Kommer index rebalances quarterly, on the 9th trading day of January, April, July, and October.

That is easy to state and surprisingly awkward to track. “The 9th trading day” is not a fixed calendar date — it drifts from quarter to quarter depending on weekends and exchange holidays, so you cannot just circle the same number four times a year. That is exactly the gap the latest Gerd Kommer Tracker update closes, with a built-in countdown.

What rebalancing actually is

The Gerd Kommer strategy is a broadly diversified, multi-factor global equity index. Over a quarter, prices move, factor scores change, and companies enter or leave the eligible universe. Rebalancing is the moment the index is brought back in line with its rules: weights are reset, new constituents are added, and ones that no longer qualify are dropped. The ETF that tracks the index then adjusts its holdings to match.

For an index with several thousand underlying positions, this is a routine, rules-based housekeeping event — not a discretionary call by a manager reacting to the news.

The schedule: quarterly, on the 9th trading day

The index follows a fixed quarterly cadence:

• January — 9th trading day
• April — 9th trading day
• July — 9th trading day
• October — 9th trading day

Counting trading days rather than calendar days is the catch. The 9th trading day of January is not the 9th of January — you skip weekends and any exchange holidays, so in practice the date lands somewhere around the middle of the month and shifts a little each year. It is the kind of thing that is simple in principle and annoying to compute by hand.

Do you need to do anything?

For most holders, no. Rebalancing is handled inside the fund by the provider — you place no trades, and your share count does not change. If you follow a buy-and-hold approach, it is information, not a to-do item.

It is still worth knowing the date. Rebalancing is when the fund’s composition can shift most, and it is a natural checkpoint to glance at your country and sector breakdown — if you want a tour of what is actually inside the fund, read Inside the Gerd Kommer ETF: Holdings, Countries, and Sector Breakdown. (None of this is investment advice; it is just context for understanding the fund you already own.)

See the next date at a glance

The latest update adds a Next Rebalancing countdown so you never have to compute the 9th trading day yourself:

• a compact strip on the Stocks tab showing the next rebalancing date and a live countdown to it, and
• a fuller detail card on the History tab with the same information in context.

If you would rather not see it, a single switch in Settings turns it off. It is on by default, sits quietly alongside the market-sentiment and drawdown views added in the last release, and — like everything else in the app — it is computed on your device.

This lands on top of the big universal-app update — Apple Watch, widgets, market sentiment, and an underwater drawdown chart — so the next rebalancing date now shows up on the same screens you already check.

Get it

The update is available now on the App Store. Already have the app? Just update to the latest version. New here and want to track your Gerd Kommer ETF on iPhone, Apple Watch, and Mac? Download it here.