WCEO vs TACN overlap
1 institutions report holding both WCEO and TACN.
WCEOTACN
Pick 2 to 4 ETFs.
We don’t have holdings for WCEO. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
1
institutions report holding both, of 15 holding any
WCEO41.1% of its 13F dollars, 8.3% of its 12 holders
TACN97.3% of its 13F dollars, 25.0% of its 4 holders
Largest institutions holding both
| Firm | WCEO | TACN |
|---|---|---|
| Citadel Advisors LLC | $309K | $736K |
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: WCEO institutional holders, TACN institutional holders.
Frequently asked questions
Do institutions hold both WCEO and TACN?
1 Form 13F filers report positions in both, out of 15 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%.