WCMI vs DDWM overlap
WCMI and DDWM overlap 2.9% by weight, across 17 shared holdings.
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Top shared holdings
| Holding | WCMI | DDWM | Overlap |
|---|---|---|---|
| BRIT AMER TobaccBATS | 1.60% | 0.94% | 0.94% |
| Rolls-Royce HOLDRR/ | 6.48% | 0.32% | 0.32% |
| UBS Group AGUBS | 2.00% | 0.30% | 0.30% |
| Mizuho Financial8411 | 2.02% | 0.26% | 0.26% |
| Sandvik ABSAND | 1.65% | 0.20% | 0.20% |
| Muenchener RUE-RMUV2 | 1.39% | 0.19% | 0.19% |
| Tesco PLCTSCO | 1.72% | 0.11% | 0.11% |
| Heidelberg MaterHEI | 1.17% | 0.09% | 0.09% |
| Haleon PLCHLN | 1.64% | 0.08% | 0.08% |
| Prosus NVPROSF | 1.18% | 0.07% | 0.07% |
| Lottomatica GROULTMC | 2.96% | 0.07% | 0.07% |
| SOC Generale SAGLE | 2.65% | 0.06% | 0.06% |
| Rentokil InitialRTO | 1.75% | 0.05% | 0.05% |
| Bayer AG-REGBAYN | 1.87% | 0.05% | 0.05% |
| Convatec Group PCTEC | 1.36% | 0.04% | 0.04% |
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; DDWM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | WCMI | DDWM |
|---|---|---|
| LPL Financial LLC | $142.8M | $183.8M |
| Raymond James Financial Inc. | $93.3M | $70.3M |
| Morgan Stanley | $13.9M | $109.5M |
| Axxcess Wealth Management, LLC | $10.3M | $57.3M |
| Envestnet Asset Management Inc. | $30.6M | $34.7M |
| NewEdge Advisors, LLC | $53.1M | $5.4M |
| Cetera Investment Advisers | $14.8M | $36.7M |
| Royal Bank of Canada | $45.9M | $431K |
| UBS Group AG | $9.1M | $36.7M |
| Cambridge Investment Research Advisors, Inc. | $10.3M | $31.0M |
| Steward Partners Investment Advisory, LLC | $8.0M | $32.5M |
| MML Investors Services, LLC | $2.1M | $30.9M |
| Rockefeller Capital Management L.P. | $23.0M | $800K |
| Jane Street Group, LLC | $9.0M | $12.7M |
| Private Advisor Group, LLC | $18.0M | $1.7M |
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, DDWM institutional holders.
Frequently asked questions
How much do WCMI and DDWM overlap?
2.9% by weight, with 17 holdings in common, using holdings for WCMI as of June 30, 2026 and DDWM as of June 30, 2026. The largest shared position is BATS.
Do institutions hold both WCMI and DDWM?
50 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%.