EWP vs EPP overlap
EWP and EPP overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: EWP, SEC Form N-PORT, May 31, 2026; EPP, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | EWP | EPP |
|---|---|---|
| BlackRock, Inc. | $567.3M | $106.1M |
| JPMorgan Chase & Co | $4.1M | $394.6M |
| Royal Bank of Canada | $298K | $244.2M |
| Goldman Sachs Group Inc. | $360K | $209.2M |
| Bank of America Corp. | $2.2M | $193.1M |
| HSBC Holdings PLC | $105.0M | $3.5M |
| Morgan Stanley | $19.2M | $76.8M |
| Bank of Montreal | $62.2M | $216K |
| UBS Group AG | $8.0M | $29.7M |
| Ameriprise Financial Inc. | $13.2M | $10.8M |
| LPL Financial LLC | $16.5M | $2.6M |
| Jane Street Group, LLC | $18.2M | $492K |
| Wells Fargo & Company | $3.0M | $7.0M |
| NorthCoast Asset Management LLC | $1.2M | $6.0M |
| Citigroup Inc. | $208K | $5.9M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: EWP institutional holders, EPP institutional holders.
Frequently asked questions
How much do EWP and EPP overlap?
0.0% by weight, with 0 holdings in common, using holdings for EWP as of May 31, 2026 and EPP as of May 31, 2026.
Do institutions hold both EWP and EPP?
47 Form 13F filers report positions in both, out of 275 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.