WDIV vs FEUS overlap

WDIV and FEUS overlap 1.8% by weight, across 4 shared holdings.

WDIVFEUS

Pick 2 to 4 ETFs.

1.8%

overlap by weight, across 4 shared holdings

WDIV5.5% of the fund is in shared holdings, of 93

FEUS1.8% of the fund is in shared holdings, of 175

Top shared holdings

Holding	WDIV	FEUS	Overlap
Pfizer Inc.PFE	1.29%	0.60%	0.60%
Verizon CommunicVZ	1.47%	0.58%	0.58%
Oneok Inc.OKE	1.29%	0.41%	0.41%
Edison IntlEIX	1.45%	0.21%	0.21%

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: WDIV, SEC Form N-PORT, June 30, 2026; FEUS, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 90 holding any

WDIV1.1% of its 13F dollars, 4.8% of its 84 holders

FEUS1.0% of its 13F dollars, 40.0% of its 10 holders

Largest institutions holding both

Firm	WDIV	FEUS
Goldman Sachs Group Inc.	$470K	$1.1M
Osaic Holdings, Inc.	$436K	$14K
UBS Group AG	$295K	$81
Integrated Wealth Concepts LLC	$18K	$161

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: WDIV institutional holders, FEUS institutional holders.

Frequently asked questions

How much do WDIV and FEUS overlap?

1.8% by weight, with 4 holdings in common, using holdings for WDIV as of June 30, 2026 and FEUS as of July 31, 2026. The largest shared position is PFE.

Do institutions hold both WDIV and FEUS?

4 Form 13F filers report positions in both, out of 90 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%.