WTIP vs STAX overlap

WTIP and STAX overlap 0.0% by weight, across 0 shared holdings.

WTIPSTAX

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

WTIP0.0% of the fund is in shared holdings, of 21

STAX0.0% of the fund is in shared holdings, of 96

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: WTIP, SEC Form N-PORT, May 31, 2026; STAX, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 11 holding any

WTIP7.7% of its 13F dollars, 25.0% of its 8 holders

STAX4.3% of its 13F dollars, 40.0% of its 5 holders

Largest institutions holding both

Firm	WTIP	STAX
Jane Street Group, LLC	$830K	$279K
UBS Group AG	$15K	$203K

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, STAX institutional holders.

Frequently asked questions

How much do WTIP and STAX overlap?

0.0% by weight, with 0 holdings in common, using holdings for WTIP as of May 31, 2026 and STAX as of June 30, 2026.

Do institutions hold both WTIP and STAX?

2 Form 13F filers report positions in both, out of 11 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%.