WBIY vs ACEP overlap
WBIY and ACEP overlap 2.5% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | WBIY | ACEP | Overlap |
|---|---|---|---|
| Bristol-MYER SQBBMY | 1.42% | 2.52% | 1.42% |
| Comcast Corp.-aCMCSA | 1.34% | 1.10% | 1.10% |
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: WBIY, SEC Form N-PORT, June 30, 2026; ACEP, 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: WBIY institutional holders, ACEP institutional holders.
Frequently asked questions
How much do WBIY and ACEP overlap?
2.5% by weight, with 2 holdings in common, using holdings for WBIY as of June 30, 2026 and ACEP as of May 29, 2026. The largest shared position is BMY.
Do institutions hold both WBIY and ACEP?
0 Form 13F filers report positions in both, out of 29 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%.