WTV vs NULG overlap
WTV and NULG overlap 3.5% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | WTV | NULG | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 3.29% | 14.91% | 3.29% |
| United TherapeutUTHR | 0.28% | 0.16% | 0.16% |
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; NULG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | WTV | NULG |
|---|---|---|
| Bank of America Corp. | $40.5M | $907.0M |
| LPL Financial LLC | $329.0M | $130.1M |
| Morgan Stanley | $171.7M | $66.6M |
| Envestnet Asset Management Inc. | $168.1M | $60.5M |
| Raymond James Financial Inc. | $190.4M | $6.8M |
| Osaic Holdings, Inc. | $132.5M | $7.0M |
| HighTower Advisors, LLC | $129.0M | $7.8M |
| JPMorgan Chase & Co | $14.2M | $114.4M |
| Cambridge Investment Research Advisors, Inc. | $45.2M | $56.1M |
| Commonwealth Equity Services, LLC | $19.2M | $81.4M |
| Cetera Investment Advisers | $64.8M | $13.4M |
| Kestra Advisory Services, LLC | $52.6M | $4.8M |
| Private Advisor Group, LLC | $36.2M | $7.8M |
| Northwestern Mutual Wealth Management Co | $39.2M | $2.4M |
| Stifel Financial Corp. | $36.2M | $881K |
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, NULG institutional holders.
Frequently asked questions
How much do WTV and NULG overlap?
3.5% by weight, with 2 holdings in common, using holdings for WTV as of June 30, 2026 and NULG as of July 31, 2026. The largest shared position is NVDA.
Do institutions hold both WTV and NULG?
84 Form 13F filers report positions in both, out of 467 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%.