WIP vs CPER overlap
29 institutions report holding both WIP and CPER.
WIPCPER
Pick 2 to 4 ETFs.
We don’t have holdings for CPER. 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.
29
institutions report holding both, of 191 holding any
WIP51.0% of its 13F dollars, 39.2% of its 74 holders
CPER60.8% of its 13F dollars, 19.9% of its 146 holders
Largest institutions holding both
| Firm | WIP | CPER |
|---|---|---|
| Susquehanna International Group, LLP | $1.2M | $46.3M |
| Jane Street Group, LLC | $33.6M | $6.5M |
| UBS Group AG | $7.9M | $16.8M |
| Bank of America Corp. | $18.0M | $5.8M |
| Hantz Financial Services, Inc. | $15.8M | $35K |
| Ameriprise Financial Inc. | $4.6M | $9.9M |
| LPL Financial LLC | $4.7M | $9.7M |
| Royal Bank of Canada | $1.3M | $12.7M |
| Morgan Stanley | $5.8M | $3.8M |
| Wells Fargo & Company | $6.7M | $115K |
| Steward Partners Investment Advisory, LLC | $310K | $3.1M |
| Beacon Pointe Advisors, LLC | $1.4M | $1.8M |
| Osaic Holdings, Inc. | $372K | $2.7M |
| Envestnet Asset Management Inc. | $413K | $2.5M |
| Citadel Advisors LLC | $1.1M | $966K |
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, CPER institutional holders.
Frequently asked questions
Do institutions hold both WIP and CPER?
29 Form 13F filers report positions in both, out of 191 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%.