WSGE vs WBIG overlap

WSGE and WBIG overlap 0.4% by weight, across 4 shared holdings.

WSGEWBIG

Pick 2 to 4 ETFs.

0.4%

overlap by weight, across 4 shared holdings

WSGE0.4% of the fund is in shared holdings, of 130

WBIG4.3% of the fund is in shared holdings, of 82

Top shared holdings

Holding	WSGE	WBIG	Overlap
Abbott LabsABT	0.21%	0.82%	0.21%
McKesson Corp.MCK	0.09%	1.58%	0.09%
Aflac Inc.AFL	0.06%	1.00%	0.06%
Fedex Corp.FDX	0.05%	0.92%	0.05%

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: WSGE, SEC Form N-PORT, July 31, 2026; WBIG, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 17 holding any

WSGE0.0% of its 13F dollars, 25.0% of its 4 holders

WBIG0.0% of its 13F dollars, 7.1% of its 14 holders

Largest institutions holding both

Firm	WSGE	WBIG
UBS Group AG	$2K	$15K

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: WSGE institutional holders, WBIG institutional holders.

Frequently asked questions

How much do WSGE and WBIG overlap?

0.4% by weight, with 4 holdings in common, using holdings for WSGE as of July 31, 2026 and WBIG as of June 30, 2026. The largest shared position is ABT.

Do institutions hold both WSGE and WBIG?

1 Form 13F filers report positions in both, out of 17 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%.