WISE vs LCOW overlap

WISE and LCOW overlap 9.4% by weight, across 3 shared holdings.

WISELCOW

Pick 2 to 4 ETFs.

9.4%

overlap by weight, across 3 shared holdings

WISE9.9% of the fund is in shared holdings, of 40

LCOW11.1% of the fund is in shared holdings, of 100

Top shared holdings

Holding	WISE	LCOW	Overlap
Nvidia Corp.NVDA	4.69%	4.93%	4.69%
Broadcom Inc.AVGO	3.53%	4.97%	3.53%
Arista NetworksANET	1.69%	1.15%	1.15%

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: WISE, SEC Form N-PORT, June 30, 2026; LCOW, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 30 holding any

WISE5.9% of its 13F dollars, 14.3% of its 21 holders

LCOW9.2% of its 13F dollars, 25.0% of its 12 holders

Largest institutions holding both

Firm	WISE	LCOW
Citadel Advisors LLC	$344K	$500K
Susquehanna International Group, LLP	$248K	$425K
Morgan Stanley	$18K	$37K

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: WISE institutional holders, LCOW institutional holders.

Frequently asked questions

How much do WISE and LCOW overlap?

9.4% by weight, with 3 holdings in common, using holdings for WISE as of June 30, 2026 and LCOW as of July 31, 2026. The largest shared position is NVDA.

Do institutions hold both WISE and LCOW?

3 Form 13F filers report positions in both, out of 30 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%.