WTRE vs LBO overlap

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

WTRELBO

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

LBO0.0% of the fund is in shared holdings, of 38

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; LBO, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 19 holding any

WTRE0.4% of its 13F dollars, 6.7% of its 15 holders

LBO0.1% of its 13F dollars, 20.0% of its 5 holders

Largest institutions holding both

Firm	WTRE	LBO
Farther Finance Advisors, LLC	$15K	$5K

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, LBO institutional holders.

Frequently asked questions

How much do WTRE and LBO overlap?

0.0% by weight, with 0 holdings in common, using holdings for WTRE as of June 30, 2026 and LBO as of July 31, 2026.

Do institutions hold both WTRE and LBO?

1 Form 13F filers report positions in both, out of 19 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%.