WTAI vs TNGY overlap
WTAI and TNGY 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; TNGY, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | WTAI | TNGY |
|---|---|---|
| Bank of America Corp. | $6.7M | $100.3M |
| LPL Financial LLC | $43.1M | $7.0M |
| Envestnet Asset Management Inc. | $875K | $45.0M |
| Raymond James Financial Inc. | $8.6M | $21.9M |
| Ameriprise Financial Inc. | $15.6M | $548K |
| UBS Group AG | $46K | $11.2M |
| JPMorgan Chase & Co | $10.4M | $2K |
| Commonwealth Equity Services, LLC | $5.7M | $1.1M |
| Osaic Holdings, Inc. | $4.7M | $630K |
| Savant Capital, LLC | $247K | $4.1M |
| Cetera Investment Advisers | $2.8M | $672K |
| Stifel Financial Corp. | $3.1M | $282K |
| Rockefeller Capital Management L.P. | $3.4M | $4K |
| Cambridge Investment Research Advisors, Inc. | $2.6M | $256K |
| Mariner, LLC | $760K | $1.6M |
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, TNGY institutional holders.
Frequently asked questions
How much do WTAI and TNGY overlap?
0.0% by weight, with 0 holdings in common, using holdings for WTAI as of June 30, 2026 and TNGY as of May 31, 2026.
Do institutions hold both WTAI and TNGY?
31 Form 13F filers report positions in both, out of 218 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%.