WEAT vs EHLS overlap
1 institutions report holding both WEAT and EHLS.
WEATEHLS
Pick 2 to 4 ETFs.
We don’t have holdings for WEAT. 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.
1
institutions report holding both, of 53 holding any
WEAT0.1% of its 13F dollars, 2.0% of its 49 holders
EHLS0.0% of its 13F dollars, 20.0% of its 5 holders
Largest institutions holding both
| Firm | WEAT | EHLS |
|---|---|---|
| Osaic Holdings, Inc. | $53K | $804 |
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: WEAT institutional holders, EHLS institutional holders.
Frequently asked questions
Do institutions hold both WEAT and EHLS?
1 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%.