WDEF vs QEMM overlap

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

WDEFQEMM

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

QEMM0.0% of the fund is in shared holdings, of 801

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; QEMM, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 68 holding any

WDEF13.2% of its 13F dollars, 12.8% of its 39 holders

QEMM44.7% of its 13F dollars, 14.7% of its 34 holders

Largest institutions holding both

Firm	WDEF	QEMM
LPL Financial LLC	$2.2M	$14.6M
Royal Bank of Canada	$1.6M	$12K
Capital Advisors, Ltd. LLC	$414K	$1.0M
Wealth Enhancement Advisory Services, LLC	$408K	$285K
Integrated Wealth Concepts LLC	$9K	$27K

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, QEMM institutional holders.

Frequently asked questions

How much do WDEF and QEMM overlap?

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

Do institutions hold both WDEF and QEMM?

5 Form 13F filers report positions in both, out of 68 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%.