WAMA vs MNA overlap

WAMA and MNA overlap 0.2% by weight, across 3 shared holdings.

WAMAMNA

Pick 2 to 4 ETFs.

0.2%

overlap by weight, across 3 shared holdings

WAMA0.2% of the fund is in shared holdings, of 504

MNA7.7% of the fund is in shared holdings, of 52

Top shared holdings

Holding	WAMA	MNA	Overlap
Dominion EnergyD	0.08%	3.55%	0.08%
Kenvue Inc.KVUE	0.05%	3.05%	0.05%
Avalonbay CommunAVB	0.04%	1.14%	0.04%

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; MNA, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 86 holding any

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

MNA1.1% of its 13F dollars, 2.4% of its 83 holders

Largest institutions holding both

Firm	WAMA	MNA
Citadel Advisors LLC	$636K	$2.1M
FMR LLC	$209	$5K

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, MNA institutional holders.

Frequently asked questions

How much do WAMA and MNA overlap?

0.2% by weight, with 3 holdings in common, using holdings for WAMA as of June 30, 2026 and MNA as of July 31, 2026. The largest shared position is D.

Do institutions hold both WAMA and MNA?

2 Form 13F filers report positions in both, out of 86 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%.