Jasmine Birtles
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Best Palantir ETFs for UK Investors in 2026
Ruby Layram
25th Sep 2026
Palantir reported blockbuster second-quarter results on 3 August 2026. Revenue grew 93% year on year, US commercial revenue grew 149%, and the company raised its full-year revenue guidance to around $8.15 billion. The data analytics firm, famous for its work with governments and militaries, has become one of the most talked-about AI stocks around.
It’s also one of the most volatile, which is why plenty of investors search for Palantir ETFs instead. It’s worth noting that Palantir is a small weight in most funds. In this guide we’ll show you which UK-accessible ETFs hold the most, how to buy them on eToro and how to decide if an ETF is the right route at all.
Best Palantir ETFs at a Glance
| ETF | LSE ticker(s) | Fee | Palantir weight (as at) | On eToro? |
|---|---|---|---|---|
| VanEck Defense | DFNS, DFNG | 0.55% | 7.6% (31 Jul 2026) | Not found online, check app |
| HANetf Future of US Defence | SEAL | 0.65% | 4.5% (30 Jul 2026) | Not found online, check app |
| iShares AI Infrastructure | AINF | 0.35% | 4.0% (30 Jul 2026) | Not found online, check app |
| iShares S&P 500 IT Sector | IUIT, IITU | 0.15% | c.2.4% (est.) (Sep 2026) | Yes (IUIT.L) |
| iShares Nasdaq 100 / Invesco EQQQ | CNDX, CNX1 / EQQQ, EQQU | 0.30% | c.1.8% (est.) (Sep 2026) | CNDX: Yes (CNDX.L). EQQQ: Not found online, check app |
| WisdomTree AI | WTAI, INTL | 0.40% | 1.5% (undated (justETF)) | Yes (WTAI.L) |
Weights come from fund holdings data (issuer factsheets/justETF) as at the dates shown and will have moved since. “Not found online” means no public eToro page came up for that ticker. It may still be searchable in the app, so check before you buy. Weights for the IT sector and Nasdaq-100 funds are estimated from their US equivalents (XLK and QQQ), as the UCITS holdings weren’t confirmed.
Palantir ETFs: A Reality Check Before You Start
An ETF is a basket of shares you can buy in one go, like a ready-made portfolio. It spreads your money over many companies, so no single stock can make or break your investment.
Palantir is a large company, but it’s a small slice of the big indices: roughly 0.6% of the S&P 500 and under 2% of the Nasdaq-100 in September 2026. The highest weighting we found in a UK-accessible UCITS ETF was about 7.6%, in a defence fund.
So be clear about what you’re buying. A “Palantir ETF” really means a defence, AI or tech fund that includes Palantir. If Palantir soars, the fund will benefit a bit rather than a lot. For some investors that’s exactly the point.
The Best Palantir ETFs for UK Investors in 2026
1. VanEck Defense UCITS ETF (DFNS, DFNG)
What it is: Tracks the MarketVector Global Defense Industry index of companies earning money from military and defence work worldwide.
Palantir exposure: 7.6% of the fund as at 31 Jul 2026. Ongoing charge: 0.55%.
Why consider it: Palantir was its second-largest holding, making this the most Palantir-heavy UCITS ETF we found. It suits investors who back the defence tech theme.
Watch out for: Defence stocks carry political and ethical considerations that some investors will want to avoid, and this fund costs more than a plain tracker.
2. Future of US Defence UCITS ETF (HANetf) (SEAL)
What it is: US-focused defence companies, including newer defence technology firms.
Palantir exposure: 4.5% of the fund as at 30 Jul 2026. Ongoing charge: 0.65%.
Why consider it: Pure US defence exposure with a meaningful Palantir slice.
Watch out for: Our highest-cost option, and it’s concentrated in one country and one sector.
3. iShares AI Infrastructure UCITS ETF (AINF)
What it is: Global companies building the hardware and software behind AI, tracking the STOXX Global AI Infrastructure index.
Palantir exposure: 4.0% of the fund as at 30 Jul 2026. Ongoing charge: 0.35%.
Why consider it: Lets you back Palantir as part of the wider AI build-out rather than the defence theme.
Watch out for: AI-themed funds have had huge swings and can be expensive if the hype fades.
4. iShares S&P 500 Information Technology Sector UCITS ETF (IUIT, IITU)
What it is: The tech sector of the S&P 500. Palantir is classed as a technology (software) company.
Palantir exposure: c.2.4% (est.) of the fund as at Sep 2026. Ongoing charge: 0.15%.
Why consider it: Cheap and on eToro. Palantir comes as part of a big US tech portfolio.
Watch out for: Estimated weight, based on its US equivalent, XLK. Nvidia, Apple and Microsoft dominate the fund.
5. iShares Nasdaq 100 UCITS ETF / Invesco EQQQ Nasdaq-100 UCITS ETF (CNDX, CNX1 / EQQQ, EQQU)
What it is: Nasdaq-100 trackers.
Palantir exposure: c.1.8% (est.) of the fund as at Sep 2026. Ongoing charge: 0.30%.
Why consider it: The broadest option, where Palantir is one of 100 big names.
Watch out for: Estimated weight, based on QQQ. Palantir won’t drive your returns here.
6. WisdomTree Artificial Intelligence UCITS ETF (WTAI, INTL)
What it is: A broad AI-themed fund tracking the Nasdaq CTA Artificial Intelligence index.
Palantir exposure: 1.5% of the fund as at undated (justETF). Ongoing charge: 0.40%.
Why consider it: Easy to buy on eToro if you want AI exposure with a bit of Palantir.
Watch out for: Only a small Palantir weight.
What About US Palantir ETFs?
US-listed funds often quoted as “Palantir ETFs”. UK residents can only trade these as CFDs on eToro, so they’re here for reference only:
- iShares Expanded Tech-Software Sector ETF (IGV): about 8.7% Palantir, its second-biggest holding (18 Sep 2026).
- Technology Select Sector SPDR (XLK): about 2.4% Palantir (21 Sep 2026).
- Invesco QQQ: about 1.8% Palantir (18 Sep 2026).
Leveraged Palantir ETPs: Handle With Care
London-listed leveraged products do exist, such as the Leverage Shares 3x Palantir ETP (PLT3) and the GraniteShares 3x Long Palantir Daily ETP (3LPA). Leverage Shares’ own page marks its Palantir product as for professional investors only.
Palantir is already one of the most volatile large US stocks, and tripling its daily moves is a recipe for rapid losses. They’re not UCITS ETFs and we didn’t find them on eToro’s public site. Steer clear as a beginner.
How to Buy Palantir ETFs on eToro (Step by Step)
eToro is popular with UK beginners because ETF trades are commission-free and you can start with small amounts. But there’s one catch that trips lots of people up, so we’ll cover that first.
The UCITS catch: why you should search for the London ticker
eToro states that all US ETF positions opened by UK and EEA residents are only available as CFDs (contracts for difference). A CFD is a bet on the price, so you don’t own the ETF itself. So if you type in a US ticker like IGV, you won’t be buying the real fund. The fix is simple: buy the UCITS version listed in London or Europe. UCITS is an EU/UK rulebook for funds sold to everyday investors, and these are the versions UK investors can actually own. eToro added 250 UCITS ETFs to its platform in January 2026.
Step-by-step: How to Buy Palantir ETFs on eToro
- Create an account. Registration is free and takes a few minutes on eToro’s website or app.
- Verify your identity. Upload a photo ID (a passport is preferred, or a driving licence) and a proof of address dated within the last three months, such as a bank statement or utility bill. Verification can take a few days.
- Add money. UK accounts come with a GBP account (run by eToro Money UK) alongside eToro’s USD investment account. Minimum deposits vary by payment method, so check eToro’s minimum deposit page before you transfer. Bank transfers have a higher minimum than cards.
- Search for your ETF by its London ticker. For example, type “DFNG.L” for the VanEck Defense UCITS ETF. Tickers ending in “.L” are London-listed. Open the page and check the position isn’t labelled “CFD”.
- Click Buy and enter the amount. You can buy fractional ETF units from $10, so you don’t need to afford a whole unit. Clicking Buy at the current price places a market order. If you’d rather name your price, set a limit order, which can never be filled at a worse price than the one you set.
- Automate it (optional). eToro’s recurring investment feature lets you invest a fixed amount every month, from $25, into stocks and ETFs. For UK users it’s funded by debit card, and it’s not available for CFDs or leveraged ETFs.
eToro fees to know about
- Commission: eToro charges zero commission on ETF trades, whatever the size.
- Currency conversion: moving money between your GBP account and the USD investment account costs 0.75%. eToro says GBP-listed assets bought from the GBP account carry no conversion fee, so it’s worth checking whether a GBP line of your chosen ETF is available.
- Withdrawals: free from the GBP account and $5 from the USD account.
- Inactivity: listed as free on eToro’s fees page.
Can you hold these ETFs in an ISA on eToro?
eToro offers a Stocks and Shares ISA, powered by Moneyfarm (MFM Investment Ltd). In July 2026 eToro removed dealing commission and the annual custody fee from it, but a 0.70% FX charge still applies to non-GBP assets. The ISA covers 1,000+ stocks, ETFs, bonds and funds, which is a smaller range than eToro’s main account, so search for your chosen Palantir ETF inside the ISA before you commit.
Practise first with the demo account
Nervous about pressing Buy for the first time? eToro’s free Virtual Portfolio gives you $100,000 of pretend money to practise with. Switch between Real and Virtual with a toggle.
Is your money protected? eToro (UK) Ltd is authorised and regulated by the FCA (firm reference number 583263). Investments are covered by the FSCS up to £85,000 per person if the firm fails. Money held in the GBP e-money account is safeguarded but not covered by the FSCS. And remember, the FSCS never protects you against investments falling in value.
Heads-up: eToro says it will start gradually moving users to a new app from 4 October 2026, so button names and screens may look slightly different from the steps above.
How to Choose the Best Palantir ETF for Your Portfolio: Your Checklist
There’s no single “best” Palantir ETF for everyone. The right one depends on how much Palantir you want, what else you own and what you’re willing to pay. Run through this checklist before you buy, and feel free to print it out.
☐ Work out how much Palantir you would really own. Multiply the amount you invest by the fund’s Palantir weight. For example, £1,000 in the VanEck Defense UCITS ETF (about 7.6% Palantir) gives you roughly £76 of Palantir. Then ask whether that feels too little, about right or too much for your whole portfolio.
☐ Check it’s a UCITS ETF with a London (or European) listing. That way you own the real fund on eToro, not a CFD. The fund’s name will usually include “UCITS”.
☐ Compare the ongoing charge (OCF/TER). Small differences add up. On £10,000, a 0.35% fee costs about £35 a year and a 0.15% fee about £15, before any growth. Cheaper isn’t automatically better, but you should know what you’re paying.
☐ Look for overlap with what you already own. If you already hold a global tracker or an S&P 500 fund, you already own some Palantir. Stacking a sector ETF on top can leave you far more concentrated than you meant to be.
☐ Check how concentrated the fund is. Look at what share of the fund sits in its top 10 holdings, and how many sectors it covers. A single-sector fund will swing much harder than a broad index fund.
☐ Understand the index rules. Some indices cap any one company at a set percentage. Others are weighted by company size. The rules decide how much Palantir you get and how that changes over time.
☐ Choose accumulating or distributing. Accumulating (Acc) funds reinvest dividends automatically, while distributing (Dist) funds pay them out as cash. Beginners building long-term wealth often prefer Acc.
☐ Pick your currency line. Many ETFs trade in both USD and GBP/GBX in London. This doesn’t change the currency risk inside the fund, but it can affect the conversion fees you pay on eToro.
☐ Check it’s available where you want to hold it. Search for the exact ticker in eToro’s main account and, if you want tax-free growth, inside the eToro ISA as well.
☐ Read the factsheet and KID, and check the date. Holdings change all the time. Check the “as at” date on any weight you see, including the ones in this article.
☐ Say no to leverage (for now). Unless you fully understand daily resetting and are happy to lose money quickly, stick with ordinary, unleveraged ETFs.
☐ Decide which theme you’re really backing. Defence funds, AI funds and tech funds all hold Palantir but behave very differently. Pick the theme you believe in, not just the ticker.
☐ Consider the ethics. Defence ETFs hold weapons makers. If that clashes with your values, an AI or tech fund may suit you better.
☐ Be honest about how much Palantir you want. If you want Palantir to be a big part of your returns, no mainstream ETF will do that. Some investors combine a broad ETF with a small direct shareholding instead.
Frequently Asked Questions
Which ETF has the most Palantir in the UK?
Among UCITS ETFs we checked, the VanEck Defense UCITS ETF had the highest weight, at about 7.6% (31 July 2026).
Is Palantir in the S&P 500?
Yes. Palantir joined the S&P 500 in September 2024 and is also in the Nasdaq-100, but its weight in both is small.
Can I buy IGV on eToro in the UK?
Only as a CFD, meaning you don’t own the fund. We didn’t find a UCITS equivalent with a similar Palantir weight.
Risk Disclaimer
This article is for general information and educational purposes only. It is not regulated financial advice or a personal recommendation to buy or sell any investment. The value of investments can go down as well as up, and you may get back less than you put in. Past performance is not a reliable guide to future returns. Sector and thematic ETFs are more concentrated, and so riskier, than broad market funds. ETF holdings, fees and platform features were correct as at the dates shown and change regularly, so check the latest factsheet and eToro’s current terms before investing. If you’re unsure, speak to a regulated financial adviser.
CFD warning: CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. eToro states that 51% of retail investor accounts lose money when trading CFDs with this provider (check the live figure on eToro’s website, as it is updated regularly). You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.
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