WCPB vs SDFI overlap
2 institutions report holding both WCPB and SDFI.
WCPBSDFI
Pick 2 to 4 ETFs.
We don’t have holdings for WCPB, SDFI. 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.
2
institutions report holding both, of 36 holding any
WCPB1.2% of its 13F dollars, 8.7% of its 23 holders
SDFI0.4% of its 13F dollars, 13.3% of its 15 holders
Largest institutions holding both
| Firm | WCPB | SDFI |
|---|---|---|
| Global Retirement Partners, LLC | $1.4M | $28K |
| Citadel Advisors LLC | $530K | $697K |
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, SDFI institutional holders.
Frequently asked questions
Do institutions hold both WCPB and SDFI?
2 Form 13F filers report positions in both, out of 36 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%.