WBIG vs IYRI overlap

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

WBIGIYRI

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

IYRI0.0% of the fund is in shared holdings, of 61

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; IYRI, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 61 holding any

WBIG10.4% of its 13F dollars, 35.7% of its 14 holders

IYRI3.6% of its 13F dollars, 9.6% of its 52 holders

Largest institutions holding both

Firm	WBIG	IYRI
Envestnet Asset Management Inc.	$3.8M	$334K
LPL Financial LLC	$1.1M	$819K
World Investment Advisors	$571K	$745K
Susquehanna International Group, LLP	$598K	$258K
Osaic Holdings, Inc.	$266K	$44K

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, IYRI institutional holders.

Frequently asked questions

How much do WBIG and IYRI overlap?

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

Do institutions hold both WBIG and IYRI?

5 Form 13F filers report positions in both, out of 61 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%.