WTAI vs FXZ overlap
WTAI and FXZ overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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; FXZ, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | WTAI | FXZ |
|---|---|---|
| LPL Financial LLC | $43.1M | $25.6M |
| Wells Fargo & Company | $10K | $38.7M |
| Bank of America Corp. | $6.7M | $30.4M |
| Morgan Stanley | $420K | $32.2M |
| Ameriprise Financial Inc. | $15.6M | $7.3M |
| Raymond James Financial Inc. | $8.6M | $14.2M |
| Kestra Advisory Services, LLC | $14.3M | $1.2M |
| UBS Group AG | $46K | $11.7M |
| Assetmark, Inc. | $11.4M | $3K |
| Cetera Investment Advisers | $2.8M | $8.1M |
| JPMorgan Chase & Co | $10.4M | $181K |
| Commonwealth Equity Services, LLC | $5.7M | $4.6M |
| Cambridge Investment Research Advisors, Inc. | $2.6M | $7.5M |
| Truist Financial Corp. | $4.5M | $5.3M |
| Osaic Holdings, Inc. | $4.7M | $3.1M |
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, FXZ institutional holders.
Frequently asked questions
How much do WTAI and FXZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for WTAI as of June 30, 2026 and FXZ as of July 31, 2026.
Do institutions hold both WTAI and FXZ?
44 Form 13F filers report positions in both, out of 237 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%.