WCMI vs BOTZ overlap
WCMI and BOTZ overlap 1.5% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | WCMI | BOTZ | Overlap |
|---|---|---|---|
| Baidu Inc. SPON ADRBIDU | 1.53% | 2.06% | 1.53% |
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: WCMI, SEC Form N-PORT, June 30, 2026; BOTZ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | WCMI | BOTZ |
|---|---|---|
| LPL Financial LLC | $142.8M | $86.1M |
| Morgan Stanley | $13.9M | $196.5M |
| Raymond James Financial Inc. | $93.3M | $33.6M |
| Wells Fargo & Company | $637K | $80.4M |
| Royal Bank of Canada | $45.9M | $21.0M |
| NewEdge Advisors, LLC | $53.1M | $2.2M |
| UBS Group AG | $9.1M | $46.0M |
| Commonwealth Equity Services, LLC | $13.1M | $30.3M |
| Envestnet Asset Management Inc. | $30.6M | $12.2M |
| JPMorgan Chase & Co | $1.4M | $34.3M |
| Janney Montgomery Scott LLC | $31.3M | $2.7M |
| Cambridge Investment Research Advisors, Inc. | $10.3M | $21.8M |
| Cetera Investment Advisers | $14.8M | $16.0M |
| HighTower Advisors, LLC | $21.8M | $6.0M |
| Wealth Enhancement Advisory Services, LLC | $24.6M | $1.8M |
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: WCMI institutional holders, BOTZ institutional holders.
Frequently asked questions
How much do WCMI and BOTZ overlap?
1.5% by weight, with 1 holdings in common, using holdings for WCMI as of June 30, 2026 and BOTZ as of May 31, 2026. The largest shared position is BIDU.
Do institutions hold both WCMI and BOTZ?
88 Form 13F filers report positions in both, out of 567 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%.