WCPB vs CALI overlap
8 institutions report holding both WCPB and CALI.
WCPBCALI
Pick 2 to 4 ETFs.
We don’t have holdings for WCPB, CALI. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
8
institutions report holding both, of 122 holding any
WCPB10.9% of its 13F dollars, 34.8% of its 23 holders
CALI12.5% of its 13F dollars, 7.5% of its 107 holders
Largest institutions holding both
| Firm | WCPB | CALI |
|---|---|---|
| Global Retirement Partners, LLC | $1.4M | $14.0M |
| Integrated Wealth Concepts LLC | $5.2M | $2.9M |
| Farther Finance Advisors, LLC | $4.7M | $348K |
| HighTower Advisors, LLC | $3.2M | $1.6M |
| NewEdge Advisors, LLC | $2.7M | $402K |
| Commonwealth Equity Services, LLC | $375K | $431K |
| Citadel Advisors LLC | $530K | $202K |
| UBS Group AG | $21K | $657K |
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: WCPB institutional holders, CALI institutional holders.
Frequently asked questions
Do institutions hold both WCPB and CALI?
8 Form 13F filers report positions in both, out of 122 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%.