PXF vs CWI overlap
PXF and CWI overlap 53.2% by weight, across 542 shared holdings.
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Top shared holdings
| Holding | PXF | CWI | Overlap |
|---|---|---|---|
| HSBC Holdings PLHSBA | 1.37% | 0.95% | 0.95% |
| Roper TechnologiROP | 1.08% | 0.82% | 0.82% |
| Novartis AG-REGNOVN | 0.74% | 0.79% | 0.74% |
| Nestle SA-REGNESN | 0.71% | 0.72% | 0.71% |
| SK Hynix Inc.000660 | 0.71% | 2.56% | 0.71% |
| Royal Bank of CARY | 0.60% | 0.90% | 0.60% |
| Shell PLCSHELL | 2.10% | 0.60% | 0.60% |
| Siemens AG-REGSIE | 0.60% | 0.69% | 0.60% |
| Banco SantanderSAN | 0.72% | 0.60% | 0.60% |
| BHP Group Ltd.BHP | 0.98% | 0.57% | 0.57% |
| Toronto-DOM BankTD | 0.56% | 0.66% | 0.56% |
| Mitsubishi UFJ F8306 | 0.55% | 0.61% | 0.55% |
| Allianz SE-REGALIZF | 0.52% | 0.55% | 0.52% |
| Astrazeneca PLCAZN | 0.48% | 0.76% | 0.48% |
| Toyota Motor7203 | 0.94% | 0.45% | 0.45% |
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: PXF, SEC Form N-PORT, July 31, 2026; CWI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PXF | CWI |
|---|---|---|
| Bank of America Corp. | $73.7M | $381.3M |
| PNC Financial Services Group, Inc. | $104K | $191.1M |
| Morgan Stanley | $105.3M | $38.5M |
| LPL Financial LLC | $72.0M | $67.9M |
| HighTower Advisors, LLC | $6.6M | $75.4M |
| Bank of New York Mellon Corp | $70.0M | $555K |
| UBS Group AG | $53.1M | $11.3M |
| Wells Fargo & Company | $52.0M | $12.1M |
| Ameriprise Financial Inc. | $33.3M | $28.2M |
| Envestnet Asset Management Inc. | $7.2M | $32.6M |
| Captrust Financial Advisors | $10.9M | $24.5M |
| First American Trust, FSB | $28.6M | $3.1M |
| JPMorgan Chase & Co | $21.8M | $7.7M |
| Corient Private Wealth LP | $28.6M | $541K |
| Private Advisor Group, LLC | $224K | $25.1M |
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: PXF institutional holders, CWI institutional holders.
Frequently asked questions
How much do PXF and CWI overlap?
53.2% by weight, with 542 holdings in common, using holdings for PXF as of July 31, 2026 and CWI as of June 30, 2026. The largest shared position is HSBA.
Do institutions hold both PXF and CWI?
89 Form 13F filers report positions in both, out of 437 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%.