WEPN vs QB overlap

WEPN and QB overlap 3.6% by weight, across 4 shared holdings.

WEPNQB

Pick 2 to 4 ETFs.

3.6%

overlap by weight, across 4 shared holdings

WEPN26.9% of the fund is in shared holdings, of 29

QB3.6% of the fund is in shared holdings, of 101

These funds report on different dates (WEPN: July 31, 2026, QB: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.

Top shared holdings

Holding	WEPN	QB	Overlap
Palantir Techn-aPLTR	3.84%	1.57%	1.57%
PALO ALTO NetworPANW	9.96%	1.01%	1.01%
Crowdstrike HO-aCRWD	8.97%	0.84%	0.84%
AXON EnterpriseAXON	4.17%	0.17%	0.17%

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: WEPN, SEC Form N-PORT, July 31, 2026; QB, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 4 holding any

WEPN36.8% of its 13F dollars, 66.7% of its 3 holders

QB91.6% of its 13F dollars, 66.7% of its 3 holders

Largest institutions holding both

Firm	WEPN	QB
Susquehanna International Group, LLP	$887K	$2.2M
UBS Group AG	$5K	$45K

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: WEPN institutional holders, QB institutional holders.

Frequently asked questions

How much do WEPN and QB overlap?

3.6% by weight, with 4 holdings in common, using holdings for WEPN as of July 31, 2026 and QB as of May 31, 2026. The largest shared position is PLTR.

Do institutions hold both WEPN and QB?

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