WTLS vs JDIV overlap

WTLS and JDIV overlap 0.0% by weight, across 0 shared holdings.

WTLSJDIV

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

WTLS0.0% of the fund is in shared holdings, of 2

JDIV0.0% of the fund is in shared holdings, of 85

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: WTLS, SEC Form N-PORT, June 30, 2026; JDIV, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 14 holding any

WTLS13.1% of its 13F dollars, 33.3% of its 3 holders

JDIV4.8% of its 13F dollars, 8.3% of its 12 holders

Largest institutions holding both

Firm	WTLS	JDIV
Susquehanna International Group, LLP	$1.1M	$384K

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: WTLS institutional holders, JDIV institutional holders.

Frequently asked questions

How much do WTLS and JDIV overlap?

0.0% by weight, with 0 holdings in common, using holdings for WTLS as of June 30, 2026 and JDIV as of July 31, 2026.

Do institutions hold both WTLS and JDIV?

1 Form 13F filers report positions in both, out of 14 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%.