WAMA vs BWZ overlap

WAMA and BWZ overlap 0.0% by weight, across 0 shared holdings.

WAMABWZ

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

WAMA0.0% of the fund is in shared holdings, of 504

BWZ0.0% of the fund is in shared holdings, of 252

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: WAMA, SEC Form N-PORT, June 30, 2026; BWZ, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 76 holding any

WAMA0.3% of its 13F dollars, 40.0% of its 5 holders

BWZ0.3% of its 13F dollars, 2.7% of its 73 holders

Largest institutions holding both

Firm	WAMA	BWZ
Citadel Advisors LLC	$636K	$579K
FMR LLC	$209	$3K

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: WAMA institutional holders, BWZ institutional holders.

Frequently asked questions

How much do WAMA and BWZ overlap?

0.0% by weight, with 0 holdings in common, using holdings for WAMA as of June 30, 2026 and BWZ as of June 30, 2026.

Do institutions hold both WAMA and BWZ?

2 Form 13F filers report positions in both, out of 76 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%.