WCMI vs EWL overlap
WCMI and EWL overlap 2.0% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | WCMI | EWL | Overlap |
|---|---|---|---|
| UBS Group AGUBS | 2.00% | 5.13% | 2.00% |
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; EWL, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | WCMI | EWL |
|---|---|---|
| LPL Financial LLC | $142.8M | $11.3M |
| Raymond James Financial Inc. | $93.3M | $853K |
| Morgan Stanley | $13.9M | $75.8M |
| UBS Group AG | $9.1M | $65.8M |
| NewEdge Advisors, LLC | $53.1M | $996K |
| Royal Bank of Canada | $45.9M | $6.1M |
| Envestnet Asset Management Inc. | $30.6M | $3.7M |
| HighTower Advisors, LLC | $21.8M | $6.4M |
| JPMorgan Chase & Co | $1.4M | $24.9M |
| Rockefeller Capital Management L.P. | $23.0M | $2.5M |
| Wealth Enhancement Advisory Services, LLC | $24.6M | $366K |
| Osaic Holdings, Inc. | $16.2M | $897K |
| Jane Street Group, LLC | $9.0M | $7.9M |
| Stifel Financial Corp. | $16.4M | $349K |
| Parallel Advisors, LLC | $15.8M | $83K |
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, EWL institutional holders.
Frequently asked questions
How much do WCMI and EWL overlap?
2.0% by weight, with 1 holdings in common, using holdings for WCMI as of June 30, 2026 and EWL as of May 31, 2026. The largest shared position is UBS.
Do institutions hold both WCMI and EWL?
45 Form 13F filers report positions in both, out of 343 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%.