WLTG vs WGMI overlap

WLTG and WGMI overlap 2.7% by weight, across 2 shared holdings.

WLTGWGMI

Pick 2 to 4 ETFs.

2.7%

overlap by weight, across 2 shared holdings

WLTG7.3% of the fund is in shared holdings, of 40

WGMI2.7% of the fund is in shared holdings, of 27

Top shared holdings

Holding	WLTG	WGMI	Overlap
Nvidia Corp.NVDA	3.60%	2.01%	2.01%
Taiwan Semic-ADRTSM	3.75%	0.66%	0.66%

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: WLTG, SEC Form N-PORT, July 31, 2026; WGMI, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 65 holding any

WLTG0.9% of its 13F dollars, 33.3% of its 12 holders

WGMI22.9% of its 13F dollars, 7.0% of its 57 holders

Largest institutions holding both

Firm	WLTG	WGMI
Susquehanna International Group, LLP	$255K	$12.3M
GTS Securities LLC	$362K	$3.3M
JPMorgan Chase & Co	$9K	$611K
UBS Group AG	$6K	$1K

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: WLTG institutional holders, WGMI institutional holders.

Frequently asked questions

How much do WLTG and WGMI overlap?

2.7% by weight, with 2 holdings in common, using holdings for WLTG as of July 31, 2026 and WGMI as of June 30, 2026. The largest shared position is NVDA.

Do institutions hold both WLTG and WGMI?

4 Form 13F filers report positions in both, out of 65 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%.