WTRE vs GENZ overlap

WTRE and GENZ overlap 0.0% by weight, across 0 shared holdings.

WTREGENZ

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

WTRE0.0% of the fund is in shared holdings, of 61

GENZ0.0% of the fund is in shared holdings, of 37

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: WTRE, SEC Form N-PORT, June 30, 2026; GENZ, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 32 holding any

WTRE41.7% of its 13F dollars, 40.0% of its 15 holders

GENZ46.1% of its 13F dollars, 26.1% of its 23 holders

Largest institutions holding both

Firm	WTRE	GENZ
Jane Street Group, LLC	$349K	$1.0M
LPL Financial LLC	$937K	$367K
Morgan Stanley	$68K	$109K
Osaic Holdings, Inc.	$55K	$75K
FMR LLC	$25	$927
Wells Fargo & Company	$10	$10

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: WTRE institutional holders, GENZ institutional holders.

Frequently asked questions

How much do WTRE and GENZ overlap?

0.0% by weight, with 0 holdings in common, using holdings for WTRE as of June 30, 2026 and GENZ as of June 30, 2026.

Do institutions hold both WTRE and GENZ?

6 Form 13F filers report positions in both, out of 32 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%.