WTAI vs AIPO overlap
WTAI and AIPO overlap 16.6% by weight, across 10 shared holdings.
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Top shared holdings
| Holding | WTAI | AIPO | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 3.76% | 3.58% | 3.58% |
| Broadcom Inc.AVGO | 2.66% | 4.12% | 2.66% |
| ADV Micro DeviceAMD | 2.29% | 2.74% | 2.29% |
| GE Vernova Inc.GEV | 1.90% | 7.21% | 1.90% |
| Vertiv Holding-aVRT | 1.66% | 7.24% | 1.66% |
| Bloom Energy C-aBE | 1.32% | 4.75% | 1.32% |
| Marvell TechnoloMRVL | 2.30% | 1.03% | 1.03% |
| Astera Labs Inc.ALAB | 0.93% | 0.93% | 0.93% |
| Nebius Group NVNBIS | 0.80% | 0.76% | 0.76% |
| Lattice SemicondLSCC | 1.01% | 0.52% | 0.52% |
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: WTAI, SEC Form N-PORT, June 30, 2026; AIPO, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | WTAI | AIPO |
|---|---|---|
| LPL Financial LLC | $43.1M | $1.2M |
| Raymond James Financial Inc. | $8.6M | $15.1M |
| Commonwealth Equity Services, LLC | $5.7M | $17.0M |
| Focus Partners Wealth | $826K | $21.7M |
| Cetera Investment Advisers | $2.8M | $12.5M |
| JPMorgan Chase & Co | $10.4M | $138K |
| Rockefeller Capital Management L.P. | $3.4M | $4.9M |
| Osaic Holdings, Inc. | $4.7M | $1.9M |
| Integrity Alliance, LLC. | $761K | $5.6M |
| Truist Financial Corp. | $4.5M | $1.3M |
| Farther Finance Advisors, LLC | $135K | $5.5M |
| Integrated Wealth Concepts LLC | $82K | $5.0M |
| Cambridge Investment Research Advisors, Inc. | $2.6M | $2.1M |
| Tradition Wealth Management, LLC | $3.7M | $474K |
| AdvisorNet Financial, Inc | $3.3M | $447K |
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: WTAI institutional holders, AIPO institutional holders.
Frequently asked questions
How much do WTAI and AIPO overlap?
16.6% by weight, with 10 holdings in common, using holdings for WTAI as of June 30, 2026 and AIPO as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both WTAI and AIPO?
42 Form 13F filers report positions in both, out of 252 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%.