WAMA vs HDUS overlap
WAMA and HDUS overlap 60.0% by weight, across 178 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | WAMA | HDUS | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.57% | 6.88% | 6.88% |
| Apple Inc.AAPL | 6.66% | 5.46% | 5.46% |
| Alphabet Inc.-aGOOGL | 6.56% | 5.44% | 5.44% |
| Microsoft Corp.MSFT | 4.19% | 5.69% | 4.19% |
| Amazon.COM Inc.AMZN | 3.72% | 3.80% | 3.72% |
| Broadcom Inc.AVGO | 2.53% | 2.43% | 2.43% |
| META Platforms-aMETA | 2.11% | 1.89% | 1.89% |
| JPMorgan ChaseJPM | 1.35% | 1.04% | 1.04% |
| Tesla Inc.TSLA | 1.87% | 1.04% | 1.04% |
| Micron TechMU | 1.89% | 0.99% | 0.99% |
| Walmart Inc.WMT | 1.34% | 0.97% | 0.97% |
| ADV Micro DeviceAMD | 1.46% | 0.95% | 0.95% |
| Exxon Mobil Corp.XOM | 0.91% | 1.22% | 0.91% |
| Johnson&JohnsonJNJ | 0.88% | 1.33% | 0.88% |
| ELI Lilly & CoLLY | 1.79% | 0.84% | 0.84% |
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; HDUS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | WAMA | HDUS |
|---|---|---|
| Citadel Advisors LLC | $636K | $977K |
| FMR LLC | $209 | $8K |
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, HDUS institutional holders.
Frequently asked questions
How much do WAMA and HDUS overlap?
60.0% by weight, with 178 holdings in common, using holdings for WAMA as of June 30, 2026 and HDUS as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both WAMA and HDUS?
2 Form 13F filers report positions in both, out of 37 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%.