WBIF vs AVRY overlap
WBIF and AVRY overlap 1.0% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | WBIF | AVRY | Overlap |
|---|---|---|---|
| Nextera EnergyNEE | 1.01% | 1.74% | 1.01% |
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: WBIF, SEC Form N-PORT, June 30, 2026; AVRY, SEC Form N-PORT, May 29, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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: WBIF institutional holders, AVRY institutional holders.
Frequently asked questions
How much do WBIF and AVRY overlap?
1.0% by weight, with 1 holdings in common, using holdings for WBIF as of June 30, 2026 and AVRY as of May 29, 2026. The largest shared position is NEE.
Do institutions hold both WBIF and AVRY?
0 Form 13F filers report positions in both, out of 18 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%.