WTV vs CALF overlap
WTV and CALF overlap 7.0% by weight, across 8 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | WTV | CALF | Overlap |
|---|---|---|---|
| ZOOM CommunicatiZM | 1.77% | 1.93% | 1.77% |
| Molson Coors-BTAP | 1.06% | 1.13% | 1.06% |
| HF Sinclair Corp.DINO | 0.96% | 1.73% | 0.96% |
| Match Group Inc.MTCH | 0.93% | 1.12% | 0.93% |
| Best BUY Co Inc.BBY | 0.91% | 1.71% | 0.91% |
| Smith (A.O.)Corp.AOS | 0.55% | 0.64% | 0.55% |
| GAP Inc./theGAP | 0.40% | 1.00% | 0.40% |
| Sirius XM HoldinSIRI | 0.38% | 1.31% | 0.38% |
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: WTV, SEC Form N-PORT, June 30, 2026; CALF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | WTV | CALF |
|---|---|---|
| Bank of America Corp. | $40.5M | $529.2M |
| LPL Financial LLC | $329.0M | $160.2M |
| Morgan Stanley | $171.7M | $193.7M |
| Raymond James Financial Inc. | $190.4M | $74.1M |
| Envestnet Asset Management Inc. | $168.1M | $44.4M |
| Osaic Holdings, Inc. | $132.5M | $38.6M |
| Cetera Investment Advisers | $64.8M | $85.4M |
| HighTower Advisors, LLC | $129.0M | $13.3M |
| Cambridge Investment Research Advisors, Inc. | $45.2M | $58.2M |
| Northwestern Mutual Wealth Management Co | $39.2M | $57.2M |
| Wells Fargo & Company | $138K | $70.2M |
| Kestra Advisory Services, LLC | $52.6M | $15.5M |
| Stifel Financial Corp. | $36.2M | $18.8M |
| UBS Group AG | $1.6M | $52.6M |
| Jones Financial Companies LLLP | $8.3M | $44.3M |
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: WTV institutional holders, CALF institutional holders.
Frequently asked questions
How much do WTV and CALF overlap?
7.0% by weight, with 8 holdings in common, using holdings for WTV as of June 30, 2026 and CALF as of July 31, 2026. The largest shared position is ZM.
Do institutions hold both WTV and CALF?
111 Form 13F filers report positions in both, out of 518 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%.