WTAI vs ALAI overlap
WTAI and ALAI overlap 26.5% by weight, across 20 shared holdings.
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Top shared holdings
| Holding | WTAI | ALAI | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 3.76% | 12.25% | 3.76% |
| Amazon.COM Inc.AMZN | 3.33% | 5.37% | 3.33% |
| Taiwan Semic-ADRTSM | 3.04% | 5.96% | 3.04% |
| META Platforms-aMETA | 2.82% | 3.85% | 2.82% |
| Broadcom Inc.AVGO | 2.66% | 3.78% | 2.66% |
| Micron TechMU | 5.23% | 1.49% | 1.49% |
| ADV Micro DeviceAMD | 2.29% | 1.35% | 1.35% |
| GE Vernova Inc.GEV | 1.90% | 1.31% | 1.31% |
| Snowflake Inc.SNOW | 1.93% | 1.04% | 1.04% |
| Astera Labs Inc.ALAB | 0.93% | 1.38% | 0.93% |
| Tesla Inc.TSLA | 0.83% | 2.57% | 0.83% |
| Nebius Group NVNBIS | 0.80% | 4.12% | 0.80% |
| Lumentum HOLLITE | 1.90% | 0.75% | 0.75% |
| Sandisk Corp.SNDK | 4.01% | 0.64% | 0.64% |
| Datadog Inc.-aDDOG | 1.32% | 0.48% | 0.48% |
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; ALAI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | WTAI | ALAI |
|---|---|---|
| LPL Financial LLC | $43.1M | $48.4M |
| Arkadios Wealth Advisors | $332K | $61.2M |
| Wells Fargo & Company | $10K | $18.2M |
| Commonwealth Equity Services, LLC | $5.7M | $9.4M |
| Raymond James Financial Inc. | $8.6M | $4.4M |
| Stifel Financial Corp. | $3.1M | $6.2M |
| Cambridge Investment Research Advisors, Inc. | $2.6M | $5.0M |
| Bank of America Corp. | $6.7M | $682K |
| Osaic Holdings, Inc. | $4.7M | $1.5M |
| Berbice Capital Management LLC | $3.6M | $2.3M |
| Truist Financial Corp. | $4.5M | $317K |
| Private Advisor Group, LLC | $2.4M | $1.8M |
| NewEdge Advisors, LLC | $315K | $3.4M |
| Cetera Investment Advisers | $2.8M | $590K |
| Apollon Financial, LLC | $211K | $2.7M |
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, ALAI institutional holders.
Frequently asked questions
How much do WTAI and ALAI overlap?
26.5% by weight, with 20 holdings in common, using holdings for WTAI as of June 30, 2026 and ALAI as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both WTAI and ALAI?
30 Form 13F filers report positions in both, out of 215 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%.