WEPN vs SHRT overlap

WEPN and SHRT overlap 1.6% by weight, across 2 shared holdings.

WEPNSHRT

Pick 2 to 4 ETFs.

1.6%

overlap by weight, across 2 shared holdings

WEPN4.8% of the fund is in shared holdings, of 29

SHRT1.7% of the fund is in shared holdings, of 182

Top shared holdings

Holding	WEPN	SHRT	Overlap
Albemarle Corp.ALB	1.50%	1.59%	1.50%
Huntington IngalHII	3.27%	0.09%	0.09%

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; SHRT, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 8 holding any

WEPN36.6% of its 13F dollars, 33.3% of its 3 holders

SHRT8.5% of its 13F dollars, 16.7% of its 6 holders

Largest institutions holding both

Firm	WEPN	SHRT
Susquehanna International Group, LLP	$887K	$205K

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, SHRT institutional holders.

Frequently asked questions

How much do WEPN and SHRT overlap?

1.6% by weight, with 2 holdings in common, using holdings for WEPN as of July 31, 2026 and SHRT as of June 30, 2026. The largest shared position is ALB.

Do institutions hold both WEPN and SHRT?

1 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%.