WIP vs ABND overlap
WIP and ABND 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: WIP, SEC Form N-PORT, June 30, 2026; ABND, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | WIP | ABND |
|---|---|---|
| Raymond James Financial Inc. | $9.8M | $8.0M |
| Ameriprise Financial Inc. | $4.6M | $12.3M |
| LPL Financial LLC | $4.7M | $10.0M |
| Envestnet Asset Management Inc. | $413K | $12.3M |
| UBS Group AG | $7.9M | $5K |
| Morgan Stanley | $5.8M | $9K |
| Osaic Holdings, Inc. | $372K | $1.1M |
| Commonwealth Equity Services, LLC | $543K | $668K |
| Jones Financial Companies LLLP | $75K | $712K |
| Kestra Advisory Services, LLC | $513K | $273K |
| Oakmont Advisory Group, LLC | $578 | $27K |
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: WIP institutional holders, ABND institutional holders.
Frequently asked questions
How much do WIP and ABND overlap?
0.0% by weight, with 0 holdings in common, using holdings for WIP as of June 30, 2026 and ABND as of May 31, 2026.
Do institutions hold both WIP and ABND?
11 Form 13F filers report positions in both, out of 92 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%.