WGMI vs RISN overlap
WGMI and RISN overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: WGMI, SEC Form N-PORT, June 30, 2026; RISN, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | WGMI | RISN |
|---|---|---|
| LPL Financial LLC | $7.4M | $1.9M |
| GTS Securities LLC | $3.3M | $359K |
| Steward Partners Investment Advisory, LLC | $1.6M | $105K |
| Morgan Stanley | $217K | $147 |
| Arax Advisory Partners | $13K | $189K |
| Global Retirement Partners, LLC | $9K | $121K |
| AdvisorNet Financial, Inc | $25K | $101K |
| Harbour Investments, Inc. | $3K | $94K |
| Osaic Holdings, Inc. | $18K | $66K |
| Continuum Advisory, LLC | $189 | $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: WGMI institutional holders, RISN institutional holders.
Frequently asked questions
How much do WGMI and RISN overlap?
0.0% by weight, with 0 holdings in common, using holdings for WGMI as of June 30, 2026 and RISN as of May 31, 2026.
Do institutions hold both WGMI and RISN?
10 Form 13F filers report positions in both, out of 68 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%.