WIP vs USMF overlap
WIP and USMF 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; USMF, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | WIP | USMF |
|---|---|---|
| Jane Street Group, LLC | $33.6M | $406K |
| LPL Financial LLC | $4.7M | $10.8M |
| Wells Fargo & Company | $6.7M | $7.5M |
| Raymond James Financial Inc. | $9.8M | $2.3M |
| Morgan Stanley | $5.8M | $2.6M |
| UBS Group AG | $7.9M | $9K |
| NewEdge Advisors, LLC | $121K | $3.3M |
| Susquehanna International Group, LLP | $1.2M | $1.2M |
| Citadel Advisors LLC | $1.1M | $459K |
| Royal Bank of Canada | $1.3M | $120K |
| Envestnet Asset Management Inc. | $413K | $900K |
| Kestra Advisory Services, LLC | $513K | $771K |
| Osaic Holdings, Inc. | $372K | $828K |
| Commonwealth Equity Services, LLC | $543K | $391K |
| Centaurus Financial, Inc. | $689K | $189K |
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, USMF institutional holders.
Frequently asked questions
How much do WIP and USMF overlap?
0.0% by weight, with 0 holdings in common, using holdings for WIP as of June 30, 2026 and USMF as of June 30, 2026.
Do institutions hold both WIP and USMF?
19 Form 13F filers report positions in both, out of 128 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%.