WCLD vs FRI overlap
WCLD and FRI overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: WCLD, SEC Form N-PORT, June 30, 2026; FRI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | WCLD | FRI |
|---|---|---|
| Goldman Sachs Group Inc. | $40.6M | $2.0M |
| Morgan Stanley | $5.0M | $27.2M |
| LPL Financial LLC | $1.3M | $20.4M |
| Cetera Investment Advisers | $603K | $15.9M |
| UBS Group AG | $4.1M | $8.9M |
| Bank of America Corp. | $3.1M | $1.4M |
| Wells Fargo & Company | $452K | $2.4M |
| Citadel Advisors LLC | $1.4M | $1.4M |
| JPMorgan Chase & Co | $2.4M | $2K |
| Royal Bank of Canada | $733K | $1.4M |
| Arax Advisory Partners | $1.9M | $32K |
| Susquehanna International Group, LLP | $253K | $1.3M |
| Raymond James Financial Inc. | $471K | $656K |
| HighTower Advisors, LLC | $254K | $536K |
| Osaic Holdings, Inc. | $257K | $531K |
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: WCLD institutional holders, FRI institutional holders.
Frequently asked questions
How much do WCLD and FRI overlap?
0.0% by weight, with 0 holdings in common, using holdings for WCLD as of June 30, 2026 and FRI as of June 30, 2026.
Do institutions hold both WCLD and FRI?
30 Form 13F filers report positions in both, out of 128 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%.