# Portfolio overlap — IPLIX vs WAMA

Comparing **VOYA INDEX PLUS LARGECAP PORTFOLIO** (2026-03-31) and **WisdomTree U.S. Adaptive Moving Average Fund** (2026-03-31).

- Shared positions: 158
- VOYA INDEX PLUS LARGECAP PORTFOLIO covered by WisdomTree U.S. Adaptive Moving Average Fund: 0.5720164263951593470143176215
- WisdomTree U.S. Adaptive Moving Average Fund covered by VOYA INDEX PLUS LARGECAP PORTFOLIO: 0.5720164263951593470143176215

## VOYA INDEX PLUS LARGECAP PORTFOLIO — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.079425 | ✓ |
| APPLE INC | 0.061369 | ✓ |
| ALPHABET INC CL A | 0.049963 | ✓ |
| MICROSOFT CORP | 0.048683 | ✓ |
| AMAZON.COM INC | 0.040125 | ✓ |
| BROADCOM INC | 0.024123 | ✓ |
| META PLATFORMS INC CL A | 0.022360 | ✓ |
| JOHNSON&JOHNSON | 0.015960 | ✓ |
| MSILF-GOVT-INS | 0.015719 |  |
| TESLA INC | 0.014252 | ✓ |
| TJX COS INC | 0.010402 | ✓ |
| CITIGROUP INC | 0.009869 | ✓ |
| BERKSHIRE HATH-B | 0.009000 | ✓ |
| APPLIED MATERIALS INC | 0.008442 | ✓ |
| EXXON MOBIL CORP | 0.008260 | ✓ |
| T-MOBILE US INC | 0.008254 | ✓ |
| SCHWAB CHARLES CORP | 0.008199 | ✓ |
| LAM RESEARCH CORP | 0.008194 | ✓ |
| CME GROUP INC CL A | 0.008178 | ✓ |
| MEDTRONIC PLC | 0.007596 | ✓ |
| JPMORGAN CHASE and CO | 0.007502 | ✓ |
| LILLY ELI and CO | 0.007212 | ✓ |
| KLA CORP | 0.007193 | ✓ |
| COLGATE-PALMOLIVE CO | 0.007091 | ✓ |
| ALTRIA GROUP INC | 0.006944 | ✓ |
| UBER TECHNOLOGIES INC | 0.006768 | ✓ |
| MONSTER BEVERAGE CORP | 0.006642 | ✓ |
| MCKESSON CORP | 0.006565 | ✓ |
| QUALCOMM INC | 0.006437 | ✓ |
| US FOODS HOLDING CORP | 0.006425 | ✓ |
| EDISON INTL | 0.006405 | ✓ |
| CBOE GLOBAL MARKETS INC | 0.006369 | ✓ |
| MERCK & CO | 0.006335 | ✓ |
| BRISTOL-MYERS SQUIBB CO | 0.006272 | ✓ |
| NETFLIX INC | 0.006236 | ✓ |
| PARKER HANNIFIN CORP | 0.006110 | ✓ |
| THE BOOKING HOLDINGS INC | 0.006096 | ✓ |
| INGERSOLL RAND INC | 0.006059 | ✓ |
| PG&E CORP | 0.005993 | ✓ |
| MICRON TECHNOLOGY INC | 0.005903 | ✓ |
| HARTFORD INSURANCE GROUP INC/THE | 0.005889 | ✓ |
| VALERO ENERGY CORP | 0.005868 | ✓ |
| CINTAS CORP | 0.005587 | ✓ |
| CARDINAL HEALTH INC | 0.005497 | ✓ |
| ARISTA NETWORKS INC | 0.005394 | ✓ |
| PEPSICO INC | 0.005321 | ✓ |
| SIMON PROPERTY | 0.005247 | ✓ |
| ADV MICRO DEVICE | 0.005141 | ✓ |
| HONEYWELL INTL INC | 0.004859 | ✓ |
| AMERIPRISE FINANCIAL INC | 0.004812 | ✓ |

## WisdomTree U.S. Adaptive Moving Average Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.075859 | ✓ |
| APPLE INC | 0.067134 | ✓ |
| ALPHABET INC CL A | 0.060649 | ✓ |
| MICROSOFT CORP | 0.047689 | ✓ |
| AMAZON.COM INC | 0.037303 | ✓ |
| META PLATFORMS INC CL A | 0.024580 | ✓ |
| BROADCOM INC | 0.023796 | ✓ |
| TESLA INC | 0.018966 | ✓ |
| BERKSHIRE HATH-B | 0.017923 | ✓ |
| WALMART INC | 0.016915 | ✓ |
| LILLY ELI and CO | 0.015635 | ✓ |
| JPMORGAN CHASE and CO | 0.014059 | ✓ |
| EXXON MOBIL CORP | 0.013044 | ✓ |
| VISA INC-CLASS A | 0.010362 | ✓ |
| JOHNSON&JOHNSON | 0.009751 | ✓ |
| NETFLIX INC | 0.008231 | ✓ |
| MASTERCARD INC CL A | 0.008168 | ✓ |
| CHEVRON CORP | 0.007524 | ✓ |
| COSTCO WHOLESALE CORP | 0.007467 | ✓ |
| BANK OF AMERICA CORPORATION | 0.006485 |  |
| ABBVIE INC | 0.006327 | ✓ |
| MICRON TECHNOLOGY INC | 0.006318 | ✓ |
| ORACLE CORP | 0.006266 | ✓ |
| ADV MICRO DEVICE | 0.005918 | ✓ |
| PROCTER & GAMBLE | 0.005853 |  |
| PALANTIR TECHNOLOGIES INC | 0.005775 | ✓ |
| CATERPILLAR INC | 0.005771 |  |
| COCA-COLA CO/THE | 0.005531 | ✓ |
| GENERAL ELECTRIC CO | 0.005366 | ✓ |
| HOME DEPOT INC | 0.005358 |  |
| CISCO SYSTEMS INC | 0.005320 | ✓ |
| MERCK & CO | 0.004999 | ✓ |
| APPLIED MATERIALS INC | 0.004971 | ✓ |
| WELLS FARGO & CO | 0.004715 |  |
| LAM RESEARCH CORP | 0.004662 | ✓ |
| PHILIP MORRIS INTL INC | 0.004638 | ✓ |
| RTX CORP | 0.004610 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004395 |  |
| MORGAN STANLEY | 0.004275 |  |
| T-MOBILE US INC | 0.004216 | ✓ |
| UNITEDHEALTH GRP | 0.004097 |  |
| GE VERNOVA LLC | 0.003850 |  |
| INTL BUS MACH CORP | 0.003753 |  |
| AMERICAN EXPRESS CO | 0.003704 |  |
| MCDONALDS CORP | 0.003552 |  |
| PEPSICO INC | 0.003549 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003494 | ✓ |
| AT&T INC | 0.003494 |  |
| INTEL CORP | 0.003439 | ✓ |
| CITIGROUP INC | 0.003417 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-022808` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1015965/000094040026022808/0000940400-26-022808-index.htm>
- N-PORT (fund B) — accession `0000940400-26-022928` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1350487/000094040026022928/0000940400-26-022928-index.htm>

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