WTIP vs RIZE overlap
WTIP and RIZE overlap 84.0% by weight, across 20 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | WTIP | RIZE | Overlap |
|---|---|---|---|
| TSY INFL IX N/B | 5.41% | 6.47% | 5.41% |
| TSY INFL IX N/B | 5.37% | 6.44% | 5.37% |
| TSY INFL IX N/B | 5.21% | 5.55% | 5.21% |
| TSY INFL IX N/B | 5.02% | 5.42% | 5.02% |
| TSY INFL IX N/B | 5.00% | 5.16% | 5.00% |
| TSY INFL IX N/B | 4.84% | 5.68% | 4.84% |
| United States Treasury Inflation Indexed Bonds | 4.73% | 5.44% | 4.73% |
| TSY INFL IX N/B | 4.71% | 6.03% | 4.71% |
| United States Treasury Inflation Indexed Bonds | 4.69% | 4.28% | 4.28% |
| TSY INFL IX N/B | 4.27% | 4.99% | 4.27% |
| TSY INFL IX N/B | 4.60% | 4.17% | 4.17% |
| TSY INFL IX N/B | 4.49% | 4.07% | 4.07% |
| United States Treasury Inflation Indexed Bonds | 4.18% | 3.83% | 3.83% |
| TSY INFL IX N/B | 4.20% | 3.82% | 3.82% |
| TSY INFL IX N/B | 4.12% | 3.73% | 3.73% |
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: WTIP, SEC Form N-PORT, May 31, 2026; RIZE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | WTIP | RIZE |
|---|---|---|
| Jane Street Group, LLC | $830K | $1.1M |
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: WTIP institutional holders, RIZE institutional holders.
Frequently asked questions
How much do WTIP and RIZE overlap?
84.0% by weight, with 20 holdings in common, using holdings for WTIP as of May 31, 2026 and RIZE as of June 30, 2026. The largest shared position is TSY INFL IX N/B.
Do institutions hold both WTIP and RIZE?
1 Form 13F filers report positions in both, out of 9 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%.