Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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37
Number of overlapping holdings
59.7%
% of WCLD's 67 holdings also in SKYY
61.7%
% of SKYY's 64 holdings also in WCLD
Overlap by Weight
Sector Drift (WCLD minus SKYY)
Overlapping Holdings
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| Company | Weight in WCLD |
Weight in SKYY |
Overlap | |
|---|---|---|---|---|
 |
SERVICENOW INC | 1.8% | 1.9% | 1.8% |
|
TWILIO, INC. CLASS A | 1.7% | 2.5% | 1.7% |
|
SALESFORCE.COM INC | 1.5% | 2.1% | 1.5% |
|
ADOBE SYSTEMS INC | 1.7% | 1.4% | 1.4% |
|
ATLASSIAN CORP. CLASS A | 1.4% | 2.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
WCLD Overweight Relative to SKYY
|
SQUARESPACE, INC. CLASS A | 2.3% |
|
AVEPOINT, INC. CLASS A | 2.3% |
|
Q2 HOLDINGS INC | 2.0% |
|
NCINO, INC. | 1.9% |
|
SAMSARA, INC. CLASS A | 1.8% |
 |
MONDAY.COM LTD. | 1.8% |
|
OKTA, INC. CLASS A | 1.8% |
|
CLEARWATER AN-A | 1.7% |
|
AVIDXCHANGE HOLDINGS, INC. | 1.7% |
|
PAYPAL HOLDINGS INC | 1.6% |
WCLD Underweight Relative to SKYY
|
APPLOVIN CORP. CLASS A | -5.1% |
|
LUMEN TECHNOLOGIES, INC. | -4.4% |
|
ORACLE CORP | -4.3% |
|
AMAZON.COM INC | -3.7% |
|
NUTANIX, INC. CLASS A | -3.6% |
|
ARISTA NETWORKS, INC. | -3.5% |
|
ALPHABET INC. CLASS A | -3.5% |
|
INTL BUSINESS MACHINES CORP | -3.3% |
|
MICROSOFT CORP | -3.3% |
|
PURE STORAGE, INC. CLASS A | -3.1% |