WTMF vs EUV overlap
7 institutions report holding both WTMF and EUV.
WTMFEUV
Pick 2 to 4 ETFs.
We don’t have holdings for EUV. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
7
institutions report holding both, of 112 holding any
WTMF27.6% of its 13F dollars, 8.3% of its 84 holders
EUV1.8% of its 13F dollars, 20.0% of its 35 holders
Largest institutions holding both
| Firm | WTMF | EUV |
|---|---|---|
| Morgan Stanley | $46.9M | $22K |
| Cambridge Investment Research Advisors, Inc. | $2.7M | $954K |
| Susquehanna International Group, LLP | $1.9M | $807K |
| Beacon Pointe Advisors, LLC | $480K | $1.4M |
| Harbour Investments, Inc. | $784K | $8K |
| Royal Bank of Canada | $130K | $93K |
| Global Retirement Partners, LLC | $10K | $22K |
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: WTMF institutional holders, EUV institutional holders.
Frequently asked questions
Do institutions hold both WTMF and EUV?
7 Form 13F filers report positions in both, out of 112 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%.