WDEF vs NTSE overlap

WDEF and NTSE overlap 0.0% by weight, across 0 shared holdings.

WDEFNTSE

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

WDEF0.0% of the fund is in shared holdings, of 42

NTSE0.0% of the fund is in shared holdings, of 419

Top shared holdings

These funds hold nothing in common.

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: WDEF, SEC Form N-PORT, June 30, 2026; NTSE, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 53 holding any

WDEF10.8% of its 13F dollars, 10.3% of its 39 holders

NTSE7.1% of its 13F dollars, 22.2% of its 18 holders

Largest institutions holding both

Firm	WDEF	NTSE
LPL Financial LLC	$2.2M	$2.1M
Osaic Holdings, Inc.	$1.5M	$40K
Halbert Hargrove Global Advisors, LLC	$96K	$277K
Integrated Wealth Concepts LLC	$9K	$2K

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: WDEF institutional holders, NTSE institutional holders.

Frequently asked questions

How much do WDEF and NTSE overlap?

0.0% by weight, with 0 holdings in common, using holdings for WDEF as of June 30, 2026 and NTSE as of June 30, 2026.

Do institutions hold both WDEF and NTSE?

4 Form 13F filers report positions in both, out of 53 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%.