Institutions — Index licensing and data for product teams, desks and researchers
Series
8
WINE constituents
22
Countries
13
History from
2003
Index licensing
The index name and rules, licensed for a product of your own: an ETF or ETN, a fund benchmark, a structured note or a model portfolio.
| Strategy | The listed wine sector: companies that earn more than half their revenue from selling wine. Coverage and exclusions |
|---|---|
| Indices | WINE (global wine stock index) · CRU (boutique wine stock index) · EAST (Asia-Pacific wine stock index) |
| Weighting | Market-cap weighted, with an equal-weight companion of WINE. |
| Capping | WINE Capped 20: no member above 20%. WINE Capped 10/40: no member above 10%, members above 5% together at most 40%. |
| Total return and float | WINE Total Return: cash dividends reinvested on the ex-date. WINE Free Float: market value × free-float factor, 10% minimum free float. |
| Rebalancing | Membership and share-count changes are dated events in the published record, never back-dated. The WINE Equal Weight, WINE Capped 20, WINE Capped 10/40 and WINE Free Float companions reset at each calendar quarter end. |
| History | Back-calculated from 1 Dec 2003; recorded live since 3 Jul 2026 (base 100). Levels for every series: Data and downloads |
| Calculation | Daily, in US dollars and euros, from delayed public market prices; every published level is frozen and versioned. |
| Rules | Methodology v1.29 · PDF · DOI 10.5281/zenodo.23092835 |
Data and research
Commission data or research
For desks, researchers and product teams who need more than the free files. Tell us what you are building and a person replies.
- The index family with its companions: WINE, CRU and EAST; WINE Equal Weight, Capped 20, Capped 10/40, Total Return and Free Float
- The dated records behind it: company results, company news (profit warnings and buybacks), the investor calendar and the exit register
- Register history: every dated edition of the company register and its changes log
- Custom cuts of the register and the levels, by country, size or date range
- A licence to use the index rules and name in a product of your own
Not offered: price feeds, valuations, ratings or buy and sell views. The files on Data and downloads stay free.