WTPI vs BUCK overlap
WTPI and BUCK 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: WTPI, SEC Form N-PORT, May 31, 2026; BUCK, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | WTPI | BUCK |
|---|---|---|
| LPL Financial LLC | $61.8M | $21.7M |
| Morgan Stanley | $28.0M | $6K |
| AE Wealth Management LLC | $11K | $24.0M |
| Raymond James Financial Inc. | $9.8M | $355K |
| Envestnet Asset Management Inc. | $1.1M | $7.5M |
| Kestra Advisory Services, LLC | $5.2M | $895K |
| EP Wealth Advisors, LLC | $4.0M | $159K |
| Osaic Holdings, Inc. | $1.9M | $2.0M |
| Alpine Bank Wealth Management | $1.2M | $1.6M |
| Lanark Financial, Inc. | $2.1M | $327K |
| Sanctuary Advisors, LLC | $1.5M | $661K |
| WCG Wealth Advisors LLC | $394K | $1.6M |
| Integrated Wealth Concepts LLC | $282K | $1.6M |
| Commonwealth Equity Services, LLC | $385K | $1.4M |
| Royal Bank of Canada | $1.8M | $0 |
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: WTPI institutional holders, BUCK institutional holders.
Frequently asked questions
How much do WTPI and BUCK overlap?
0.0% by weight, with 0 holdings in common, using holdings for WTPI as of May 31, 2026 and BUCK as of June 30, 2026.
Do institutions hold both WTPI and BUCK?
24 Form 13F filers report positions in both, out of 163 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%.