WCMI vs CQQQ overlap
WCMI and CQQQ overlap 0.5% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | WCMI | CQQQ | Overlap |
|---|---|---|---|
| PDD Holdings Inc.PDD | 0.50% | 11.12% | 0.50% |
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; CQQQ, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | WCMI | CQQQ |
|---|---|---|
| LPL Financial LLC | $142.8M | $2.7M |
| Raymond James Financial Inc. | $93.3M | $2.8M |
| UBS Group AG | $9.1M | $53.8M |
| Royal Bank of Canada | $45.9M | $1.0M |
| Envestnet Asset Management Inc. | $30.6M | $6.4M |
| Morgan Stanley | $13.9M | $20.9M |
| Janney Montgomery Scott LLC | $31.3M | $1.8M |
| Rockefeller Capital Management L.P. | $23.0M | $5.7M |
| HighTower Advisors, LLC | $21.8M | $1.6M |
| JPMorgan Chase & Co | $1.4M | $18.3M |
| Private Advisor Group, LLC | $18.0M | $289K |
| Osaic Holdings, Inc. | $16.2M | $333K |
| Parallel Advisors, LLC | $15.8M | $1K |
| Cetera Investment Advisers | $14.8M | $492K |
| Mariner, LLC | $14.0M | $288K |
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, CQQQ institutional holders.
Frequently asked questions
How much do WCMI and CQQQ overlap?
0.5% by weight, with 1 holdings in common, using holdings for WCMI as of June 30, 2026 and CQQQ as of July 31, 2026. The largest shared position is PDD.
Do institutions hold both WCMI and CQQQ?
34 Form 13F filers report positions in both, out of 289 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%.