WDIG vs HELX overlap

WDIG and HELX overlap 0.0% by weight, across 0 shared holdings.

WDIGHELX

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

WDIG0.0% of the fund is in shared holdings, of 101

HELX0.0% of the fund is in shared holdings, of 61

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: WDIG, SEC Form N-PORT, May 31, 2026; HELX, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 10 holding any

WDIG21.1% of its 13F dollars, 25.0% of its 4 holders

HELX40.5% of its 13F dollars, 14.3% of its 7 holders

Largest institutions holding both

Firm	WDIG	HELX
Susquehanna International Group, LLP	$786K	$1.5M

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: WDIG institutional holders, HELX institutional holders.

Frequently asked questions

How much do WDIG and HELX overlap?

0.0% by weight, with 0 holdings in common, using holdings for WDIG as of May 31, 2026 and HELX as of June 30, 2026.

Do institutions hold both WDIG and HELX?

1 Form 13F filers report positions in both, out of 10 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%.