IWFG vs BUL overlap
IWFG and BUL 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: IWFG, SEC Form N-PORT, July 31, 2026; BUL, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IWFG | BUL |
|---|---|---|
| Assetmark, Inc. | $17K | $8K |
| Wells Fargo & Company | $1K | $32 |
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: IWFG institutional holders, BUL institutional holders.
Frequently asked questions
How much do IWFG and BUL overlap?
0.0% by weight, with 0 holdings in common, using holdings for IWFG as of July 31, 2026 and BUL as of July 31, 2026.
Do institutions hold both IWFG and BUL?
2 Form 13F filers report positions in both, out of 57 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%.