WISE vs SURE overlap

WISE and SURE overlap 1.0% by weight, across 1 shared holdings.

WISESURE

Pick 2 to 4 ETFs.

1.0%

overlap by weight, across 1 shared holdings

WISE4.7% of the fund is in shared holdings, of 40

SURE1.0% of the fund is in shared holdings, of 100

Top shared holdings

Holding	WISE	SURE	Overlap
Nvidia Corp.NVDA	4.69%	0.97%	0.97%

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; SURE, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 38 holding any

WISE11.9% of its 13F dollars, 23.8% of its 21 holders

SURE30.6% of its 13F dollars, 22.7% of its 22 holders

Largest institutions holding both

Firm	WISE	SURE
LPL Financial LLC	$458K	$1.3M
Morgan Stanley	$18K	$1.1M
Citadel Advisors LLC	$344K	$387K
Commonwealth Equity Services, LLC	$393K	$254K
UBS Group AG	$12K	$32K

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, SURE institutional holders.

Frequently asked questions

How much do WISE and SURE overlap?

1.0% by weight, with 1 holdings in common, using holdings for WISE as of June 30, 2026 and SURE as of June 30, 2026. The largest shared position is NVDA.

Do institutions hold both WISE and SURE?

5 Form 13F filers report positions in both, out of 38 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%.