WCMI vs DTCR overlap
WCMI and DTCR overlap 2.1% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | WCMI | DTCR | Overlap |
|---|---|---|---|
| TSMC2330 | 7.20% | 2.14% | 2.14% |
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; DTCR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | WCMI | DTCR |
|---|---|---|
| LPL Financial LLC | $142.8M | $132.2M |
| JPMorgan Chase & Co | $1.4M | $217.5M |
| Raymond James Financial Inc. | $93.3M | $20.8M |
| Morgan Stanley | $13.9M | $98.8M |
| UBS Group AG | $9.1M | $58.1M |
| Wells Fargo & Company | $637K | $60.3M |
| Royal Bank of Canada | $45.9M | $12.7M |
| NewEdge Advisors, LLC | $53.1M | $2.0M |
| HighTower Advisors, LLC | $21.8M | $30.1M |
| Envestnet Asset Management Inc. | $30.6M | $14.8M |
| Private Advisor Group, LLC | $18.0M | $16.8M |
| Cetera Investment Advisers | $14.8M | $18.0M |
| Northwestern Mutual Wealth Management Co | $2.1M | $30.6M |
| Janney Montgomery Scott LLC | $31.3M | $769K |
| Osaic Holdings, Inc. | $16.2M | $14.3M |
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, DTCR institutional holders.
Frequently asked questions
How much do WCMI and DTCR overlap?
2.1% by weight, with 1 holdings in common, using holdings for WCMI as of June 30, 2026 and DTCR as of May 31, 2026. The largest shared position is 2330.
Do institutions hold both WCMI and DTCR?
90 Form 13F filers report positions in both, out of 399 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%.