WBIY vs RFDA overlap
WBIY and RFDA overlap 12.5% by weight, across 12 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | WBIY | RFDA | Overlap |
|---|---|---|---|
| Verizon CommunicVZ | 4.26% | 1.46% | 1.46% |
| Bristol-MYER SQBBMY | 1.42% | 1.82% | 1.42% |
| At&T Inc.T | 1.11% | 1.36% | 1.11% |
| Franklin RES Inc.BEN | 1.87% | 1.07% | 1.07% |
| Altria Group Inc.MO | 5.22% | 1.02% | 1.02% |
| T Rowe Price GRPTROW | 1.91% | 1.00% | 1.00% |
| AES Corp.AES | 1.68% | 0.96% | 0.96% |
| Edison IntlEIX | 1.64% | 0.95% | 0.95% |
| United Parcel-BUPS | 4.64% | 0.95% | 0.95% |
| Onemain HoldingsOMF | 2.70% | 0.89% | 0.89% |
| Omnicom GroupOMC | 1.34% | 0.88% | 0.88% |
| Comcast Corp.-aCMCSA | 1.34% | 0.81% | 0.81% |
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; RFDA, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | WBIY | RFDA |
|---|---|---|
| Envestnet Asset Management Inc. | $2.0M | $12.7M |
| Stratos Wealth Partners, LTD. | $2.2M | $285K |
| Morgan Stanley | $592K | $6K |
| UBS Group AG | $13K | $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: WBIY institutional holders, RFDA institutional holders.
Frequently asked questions
How much do WBIY and RFDA overlap?
12.5% by weight, with 12 holdings in common, using holdings for WBIY as of June 30, 2026 and RFDA as of May 31, 2026. The largest shared position is VZ.
Do institutions hold both WBIY and RFDA?
4 Form 13F filers report positions in both, out of 49 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%.