WTPI vs FTQI overlap
WTPI and FTQI 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; FTQI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | WTPI | FTQI |
|---|---|---|
| LPL Financial LLC | $61.8M | $92.9M |
| Wells Fargo & Company | $10K | $62.6M |
| Morgan Stanley | $28.0M | $90K |
| Cetera Investment Advisers | $7.3M | $9.9M |
| Integrated Wealth Concepts LLC | $282K | $15.2M |
| Commonwealth Equity Services, LLC | $385K | $7.0M |
| Kestra Advisory Services, LLC | $5.2M | $1.9M |
| Envestnet Asset Management Inc. | $1.1M | $5.2M |
| Osaic Holdings, Inc. | $1.9M | $4.1M |
| Royal Bank of Canada | $1.8M | $4.0M |
| Ameritas Advisory Services, LLC | $322K | $4.9M |
| Private Advisor Group, LLC | $804K | $3.4M |
| US Bancorp | $3.8M | $351K |
| International Assets Investment Management, LLC | $49K | $3.3M |
| Jane Street Group, LLC | $882K | $2.4M |
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, FTQI institutional holders.
Frequently asked questions
How much do WTPI and FTQI overlap?
0.0% by weight, with 0 holdings in common, using holdings for WTPI as of May 31, 2026 and FTQI as of June 30, 2026.
Do institutions hold both WTPI and FTQI?
34 Form 13F filers report positions in both, out of 165 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%.