WBIG vs ESPO overlap

WBIG and ESPO overlap 0.0% by weight, across 0 shared holdings.

WBIGESPO

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

WBIG0.0% of the fund is in shared holdings, of 82

ESPO0.0% of the fund is in shared holdings, of 25

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: WBIG, SEC Form N-PORT, June 30, 2026; ESPO, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 91 holding any

WBIG62.1% of its 13F dollars, 57.1% of its 14 holders

ESPO38.5% of its 13F dollars, 9.4% of its 85 holders

Largest institutions holding both

Firm	WBIG	ESPO
WBI Investments, LLC	$17.7M	$749K
Millington Securities, LLC	$17.5M	$544K
LPL Financial LLC	$1.1M	$10.0M
Susquehanna International Group, LLP	$598K	$4.7M
Morgan Stanley	$51	$3.4M
UBS Group AG	$15K	$2.8M
Osaic Holdings, Inc.	$266K	$802K
Cetera Investment Advisers	$498K	$526K

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: WBIG institutional holders, ESPO institutional holders.

Frequently asked questions

How much do WBIG and ESPO overlap?

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

Do institutions hold both WBIG and ESPO?

8 Form 13F filers report positions in both, out of 91 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%.