WTPI vs PBP overlap
WTPI and PBP overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (WTPI: May 31, 2026, PBP: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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; PBP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | WTPI | PBP |
|---|---|---|
| LPL Financial LLC | $61.8M | $5.0M |
| Morgan Stanley | $28.0M | $18.9M |
| Raymond James Financial Inc. | $9.8M | $1.5M |
| CENTRAL TRUST Co | $5.7M | $818K |
| Kestra Advisory Services, LLC | $5.2M | $270K |
| Creative Planning | $1.3M | $3.6M |
| Envestnet Asset Management Inc. | $1.1M | $2.8M |
| Susquehanna International Group, LLP | $1.1M | $1.6M |
| Royal Bank of Canada | $1.8M | $954K |
| Wells Fargo & Company | $10K | $2.6M |
| Osaic Holdings, Inc. | $1.9M | $43K |
| MML Investors Services, LLC | $639K | $1.0M |
| NewEdge Advisors, LLC | $1.3M | $733 |
| Arax Advisory Partners | $458K | $628K |
| Commonwealth Equity Services, LLC | $385K | $536K |
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, PBP institutional holders.
Frequently asked questions
How much do WTPI and PBP overlap?
0.0% by weight, with 0 holdings in common, using holdings for WTPI as of May 31, 2026 and PBP as of July 31, 2026.
Do institutions hold both WTPI and PBP?
23 Form 13F filers report positions in both, out of 126 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%.