# Portfolio overlap — NTSD vs FDFIX

Comparing **WisdomTree Efficient U.S. Plus International Equity Fund** (2026-03-31) and **Fidelity Flex 500 Index Fund** (2026-02-28).

- Shared positions: 436
- WisdomTree Efficient U.S. Plus International Equity Fund covered by Fidelity Flex 500 Index Fund: 0.8396268525450359370493099360
- Fidelity Flex 500 Index Fund covered by WisdomTree Efficient U.S. Plus International Equity Fund: 0.8396268525450359370493099360

## WisdomTree Efficient U.S. Plus International Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| DREYFUS TRSY OBLIG CASH M | 0.090329 |  |
| NVIDIA CORP | 0.068206 | ✓ |
| APPLE INC | 0.060262 | ✓ |
| ALPHABET INC CL A | 0.054532 | ✓ |
| MICROSOFT CORP | 0.043153 | ✓ |
| AMAZON.COM INC | 0.033566 | ✓ |
| META PLATFORMS INC CL A | 0.022437 | ✓ |
| BROADCOM INC | 0.021283 | ✓ |
| TESLA INC | 0.016975 | ✓ |
| BERKSHIRE HATH-B | 0.016218 | ✓ |
| WALMART INC | 0.015289 | ✓ |
| LILLY ELI and CO | 0.014823 | ✓ |
| JPMORGAN CHASE and CO | 0.012484 | ✓ |
| EXXON MOBIL CORP | 0.011666 | ✓ |
| VISA INC-CLASS A | 0.009255 | ✓ |
| JOHNSON&JOHNSON | 0.008798 | ✓ |
| MASTERCARD INC CL A | 0.007516 | ✓ |
| NETFLIX INC | 0.007438 | ✓ |
| CHEVRON CORP | 0.006780 | ✓ |
| COSTCO WHOLESALE CORP | 0.006424 | ✓ |
| WORLDCLIMATE PARI MAR26 | 0.005816 |  |
| MICRON TECHNOLOGY INC | 0.005808 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005788 | ✓ |
| ABBVIE INC | 0.005725 | ✓ |
| ORACLE CORP | 0.005611 | ✓ |
| ADV MICRO DEVICE | 0.005355 | ✓ |
| PROCTER & GAMBLE | 0.005354 | ✓ |
| CATERPILLAR INC | 0.005328 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005108 | ✓ |
| COCA-COLA CO/THE | 0.004984 | ✓ |
| HOME DEPOT INC | 0.004947 | ✓ |
| GENERAL ELECTRIC CO | 0.004878 | ✓ |
| CISCO SYSTEMS INC | 0.004835 | ✓ |
| THE BOOKING HOLDINGS INC | 0.004524 | ✓ |
| MERCK & CO | 0.004459 | ✓ |
| APPLIED MATERIALS INC | 0.004407 | ✓ |
| LAM RESEARCH CORP | 0.004247 | ✓ |
| WELLS FARGO & CO | 0.004234 | ✓ |
| PHILIP MORRIS INTL INC | 0.004175 | ✓ |
| RTX CORP | 0.004042 | ✓ |
| T-MOBILE US INC | 0.003836 | ✓ |
| MORGAN STANLEY | 0.003802 | ✓ |
| UNITEDHEALTH GRP | 0.003779 | ✓ |
| GE VERNOVA LLC | 0.003751 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.003636 | ✓ |
| INTL BUS MACH CORP | 0.003386 | ✓ |
| MCDONALDS CORP | 0.003339 | ✓ |
| PEPSICO INC | 0.003254 | ✓ |
| AMERICAN EXPRESS CO | 0.003250 | ✓ |
| AT&T INC | 0.003193 | ✓ |

## Fidelity Flex 500 Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.072395 | ✓ |
| APPLE INC | 0.065633 | ✓ |
| MICROSOFT CORP | 0.049079 | ✓ |
| AMAZON.COM INC | 0.034349 | ✓ |
| ALPHABET INC CL A | 0.030404 | ✓ |
| BROADCOM INC | 0.025372 | ✓ |
| ALPHABET INC CL C | 0.024443 |  |
| META PLATFORMS INC CL A | 0.023737 | ✓ |
| TESLA INC | 0.019016 | ✓ |
| BERKSHIRE HATH-B | 0.015567 | ✓ |
| LILLY ELI and CO | 0.014046 | ✓ |
| JPMORGAN CHASE and CO | 0.013743 | ✓ |
| EXXON MOBIL CORP | 0.010816 | ✓ |
| JOHNSON&JOHNSON | 0.010062 | ✓ |
| WALMART INC | 0.009436 | ✓ |
| VISA INC-CLASS A | 0.009082 | ✓ |
| MICRON TECHNOLOGY INC | 0.007783 | ✓ |
| COSTCO WHOLESALE CORP | 0.007534 | ✓ |
| MASTERCARD INC CL A | 0.007129 | ✓ |
| ABBVIE INC | 0.006895 | ✓ |
| NETFLIX INC | 0.006858 | ✓ |
| PROCTER & GAMBLE | 0.006569 | ✓ |
| HOME DEPOT INC | 0.006371 | ✓ |
| GENERAL ELECTRIC CO | 0.006070 | ✓ |
| CHEVRON CORP | 0.005946 | ✓ |
| CATERPILLAR INC | 0.005844 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005626 | ✓ |
| ADV MICRO DEVICE | 0.005481 | ✓ |
| COCA-COLA CO/THE | 0.005310 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005269 | ✓ |
| CISCO SYSTEMS INC | 0.005264 | ✓ |
| MERCK & CO | 0.005166 | ✓ |
| APPLIED MATERIALS INC | 0.004987 | ✓ |
| LAM RESEARCH CORP | 0.004939 | ✓ |
| PHILIP MORRIS INTL INC | 0.004891 | ✓ |
| RTX CORP | 0.004568 | ✓ |
| UNITEDHEALTH GRP | 0.004467 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004335 | ✓ |
| WELLS FARGO & CO | 0.004297 | ✓ |
| ORACLE CORP | 0.004112 | ✓ |
| MCDONALDS CORP | 0.004086 | ✓ |
| LINDE PLC | 0.003988 | ✓ |
| GE VERNOVA LLC | 0.003985 | ✓ |
| PEPSICO INC | 0.003904 | ✓ |
| INTL BUS MACH CORP | 0.003774 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003554 | ✓ |
| AMGEN INC | 0.003514 | ✓ |
| INTEL CORP | 0.003439 | ✓ |
| ABBOTT LABS | 0.003402 | ✓ |
| MORGAN STANLEY | 0.003381 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-022929` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1350487/000094040026022929/0000940400-26-022929-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002571` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/819118/000003540226002571/0000035402-26-002571-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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