WDCX vs IRE overlap
4 institutions report holding both WDCX and IRE.
WDCXIRE
Pick 2 to 4 ETFs.
We don’t have holdings for WDCX. 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.
4
institutions report holding both, of 28 holding any
WDCX12.2% of its 13F dollars, 25.0% of its 16 holders
IRE8.3% of its 13F dollars, 25.0% of its 16 holders
Largest institutions holding both
| Firm | WDCX | IRE |
|---|---|---|
| HRT Financial LP | $575K | $311K |
| Jane Street Group, LLC | $249K | $408K |
| Simplex Trading, LLC | $206K | $21K |
| Belvedere Trading LLC | $87K | $13K |
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: WDCX institutional holders, IRE institutional holders.
Frequently asked questions
Do institutions hold both WDCX and IRE?
4 Form 13F filers report positions in both, out of 28 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%.