WWJD vs DWLD overlap
WWJD and DWLD overlap 2.3% by weight, across 5 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (WWJD: May 31, 2026, DWLD: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | WWJD | DWLD | Overlap |
|---|---|---|---|
| Julius BAER GROUBAER | 0.52% | 3.51% | 0.52% |
| Prosus NVPROSF | 0.47% | 2.89% | 0.47% |
| Itochu Corp.8001 | 0.45% | 1.24% | 0.45% |
| AIA1299 | 0.44% | 1.69% | 0.44% |
| Naspers Ltd.-NNPN | 0.48% | 0.37% | 0.37% |
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: WWJD, SEC Form N-PORT, May 31, 2026; DWLD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | WWJD | DWLD |
|---|---|---|
| Morgan Stanley | $57K | $82.5M |
| LPL Financial LLC | $13.8M | $28.8M |
| Cetera Investment Advisers | $1.4M | $38.8M |
| Raymond James Financial Inc. | $1.5M | $12.3M |
| Creative Financial Designs Inc. | $10.4M | $45K |
| Kestra Advisory Services, LLC | $3.2M | $3.8M |
| Northwestern Mutual Wealth Management Co | $3.4M | $3.1M |
| Commonwealth Equity Services, LLC | $3.4M | $1.7M |
| Cambridge Investment Research Advisors, Inc. | $4.1M | $938K |
| Envestnet Asset Management Inc. | $2.2M | $2.2M |
| Osaic Holdings, Inc. | $2.2M | $1.2M |
| Benjamin Edwards Inc. | $598K | $1.9M |
| Strategic Blueprint, LLC | $261K | $1.8M |
| Geneos Wealth Management Inc. | $171K | $611K |
| AQR Capital Management LLC | $437K | $342K |
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: WWJD institutional holders, DWLD institutional holders.
Frequently asked questions
How much do WWJD and DWLD overlap?
2.3% by weight, with 5 holdings in common, using holdings for WWJD as of May 31, 2026 and DWLD as of July 31, 2026. The largest shared position is BAER.
Do institutions hold both WWJD and DWLD?
20 Form 13F filers report positions in both, out of 155 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%.