WIP vs FMF overlap
WIP and FMF 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; FMF, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | WIP | FMF |
|---|---|---|
| First Trust Advisors LP | $1.8M | $55.1M |
| Jane Street Group, LLC | $33.6M | $1.9M |
| Morgan Stanley | $5.8M | $16.7M |
| Bank of America Corp. | $18.0M | $284K |
| LPL Financial LLC | $4.7M | $11.6M |
| Raymond James Financial Inc. | $9.8M | $3.7M |
| UBS Group AG | $7.9M | $72K |
| Envestnet Asset Management Inc. | $413K | $4.3M |
| Osaic Holdings, Inc. | $372K | $2.4M |
| Susquehanna International Group, LLP | $1.2M | $401K |
| AE Wealth Management LLC | $4K | $1.5M |
| Royal Bank of Canada | $1.3M | $110K |
| Commonwealth Equity Services, LLC | $543K | $497K |
| D.A. Davidson & Co. | $656K | $200K |
| Steward Partners Investment Advisory, LLC | $310K | $209K |
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, FMF institutional holders.
Frequently asked questions
How much do WIP and FMF overlap?
0.0% by weight, with 0 holdings in common, using holdings for WIP as of June 30, 2026 and FMF as of June 30, 2026.
Do institutions hold both WIP and FMF?
19 Form 13F filers report positions in both, out of 138 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%.