WRND vs WAGN overlap

WRND and WAGN overlap 0.3% by weight, across 1 shared holdings.

WRNDWAGN

Pick 2 to 4 ETFs.

0.3%

overlap by weight, across 1 shared holdings

WRND0.3% of the fund is in shared holdings, of 203

WAGN4.4% of the fund is in shared holdings, of 18

Top shared holdings

Holding	WRND	WAGN	Overlap
Constellation SOCSU	0.27%	4.43%	0.27%

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: WRND, SEC Form N-PORT, July 31, 2026; WAGN, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 25 holding any

WRND0.0% of its 13F dollars, 20.0% of its 5 holders

WAGN0.1% of its 13F dollars, 4.8% of its 21 holders

Largest institutions holding both

Firm	WRND	WAGN
Morgan Stanley	$42	$19K

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: WRND institutional holders, WAGN institutional holders.

Frequently asked questions

How much do WRND and WAGN overlap?

0.3% by weight, with 1 holdings in common, using holdings for WRND as of July 31, 2026 and WAGN as of June 30, 2026. The largest shared position is CSU.

Do institutions hold both WRND and WAGN?

1 Form 13F filers report positions in both, out of 25 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%.