WDGF vs SMUP overlap
0 institutions report holding both WDGF and SMUP.
WDGFSMUP
Pick 2 to 4 ETFs.
We don’t have holdings for SMUP. 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.
0
institutions report holding both, of 8 holding any
WDGF0.0% of its 13F dollars, 0.0% of its 5 holders
SMUP0.0% of its 13F dollars, 0.0% of its 3 holders
Largest institutions holding both
No 13F filer reports holding both.
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: WDGF institutional holders, SMUP institutional holders.
Frequently asked questions
Do institutions hold both WDGF and SMUP?
0 Form 13F filers report positions in both, out of 8 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%.