WTV vs GRNY overlap

WTV and GRNY overlap 5.8% by weight, across 5 shared holdings.

WTVGRNY

Pick 2 to 4 ETFs.

5.8%

overlap by weight, across 5 shared holdings

WTV7.1% of the fund is in shared holdings, of 123

GRNY11.6% of the fund is in shared holdings, of 43

Top shared holdings

Holding	WTV	GRNY	Overlap
Nvidia Corp.NVDA	3.29%	2.04%	2.04%
META Platforms-aMETA	1.21%	2.11%	1.21%
Unitedhealth GRPUNH	1.11%	2.46%	1.11%
Bank NY MellonBNY	0.80%	2.59%	0.80%
Goldman Sachs GPGS	0.66%	2.42%	0.66%

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

institutions report holding both, of 470 holding any

WTV73.4% of its 13F dollars, 39.1% of its 235 holders

GRNY49.8% of its 13F dollars, 28.1% of its 327 holders

Largest institutions holding both

Firm	WTV	GRNY
LPL Financial LLC	$329.0M	$62.0M
Raymond James Financial Inc.	$190.4M	$156.2M
Morgan Stanley	$171.7M	$50.7M
Envestnet Asset Management Inc.	$168.1M	$40.3M
HighTower Advisors, LLC	$129.0M	$68.8M
Royal Bank of Canada	$4.9M	$163.4M
Osaic Holdings, Inc.	$132.5M	$15.8M
Cambridge Investment Research Advisors, Inc.	$45.2M	$66.2M
Cetera Investment Advisers	$64.8M	$10.2M
Stifel Financial Corp.	$36.2M	$19.3M
Kestra Advisory Services, LLC	$52.6M	$2.1M
Venture Visionary Partners LLC	$17.6M	$36.7M
Private Advisor Group, LLC	$36.2M	$4.7M
Northwestern Mutual Wealth Management Co	$39.2M	$111K
MML Investors Services, LLC	$11.7M	$27.2M

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, GRNY institutional holders.

Frequently asked questions

How much do WTV and GRNY overlap?

5.8% by weight, with 5 holdings in common, using holdings for WTV as of June 30, 2026 and GRNY as of July 31, 2026. The largest shared position is NVDA.

Do institutions hold both WTV and GRNY?

92 Form 13F filers report positions in both, out of 470 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%.