# Portfolio overlap — PRPFX vs DTD

Comparing **Permanent Portfolio** (2026-04-30) and **WisdomTree U.S. Total Dividend Fund** (2026-03-31).

- Shared positions: 48
- Permanent Portfolio covered by WisdomTree U.S. Total Dividend Fund: 0.1209428195739680067249992965
- WisdomTree U.S. Total Dividend Fund covered by Permanent Portfolio: 0.1209428195739680067249992967

## Permanent Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| GOLD BULLION | 0.142455 |  |
| SILVER BULLION | 0.056270 |  |
| TEXAS PACIFIC LAND CORP | 0.033601 | ✓ |
| GOLD/US GOLDEN EAGLES | 0.031403 |  |
| GOLD CANADIAN MAPLE LEAF | 0.025089 |  |
| PALANTIR TECHNOLOGIES INC | 0.022179 |  |
| SWITZERLAND CONFEDERATION 0% 06/22/2029 REGS | 0.021995 |  |
| NVIDIA CORP | 0.019887 | ✓ |
| FREEPORT MCMORAN INC | 0.018425 | ✓ |
| SWITZERLAND CONFEDERATION 0.5% 05/27/2030 REGS | 0.017214 |  |
| META PLATFORMS INC CL A | 0.015041 | ✓ |
| US TREASURY N/B | 0.012609 |  |
| US TREASURY N/B | 0.012585 |  |
| US TREASURY N/B | 0.012501 |  |
| US TREASURY N/B | 0.012421 |  |
| US TREASURY N/B | 0.011324 |  |
| SWISS (GOVT) | 0.011210 |  |
| BROADCOM INC | 0.011092 | ✓ |
| Swiss Confederation Government Bond | 0.010211 |  |
| SWITZERLAND CONFEDERATION 0% 06/26/2034 REGS | 0.009108 |  |
| US TREASURY N/B | 0.008672 |  |
| CAMECO CORP | 0.008174 |  |
| US TREASURY N/B | 0.007979 |  |
| CHEVRON CORP | 0.007705 | ✓ |
| US TREASURY N/B | 0.007311 |  |
| SWITZERLAND CONFEDERATION 3.25% 06/27/2027 REGS | 0.007051 |  |
| COSTCO WHOLESALE CORP | 0.006740 | ✓ |
| U.S. Treasury Bills | 0.006639 |  |
| U.S. Treasury Bills | 0.006627 |  |
| U.S. Treasury Bills | 0.006593 |  |
| APPLOVIN CORP | 0.006523 |  |
| EXXON MOBIL CORP | 0.006152 | ✓ |
| PARKER HANNIFIN CORP | 0.006042 | ✓ |
| RIO TINTO PLC SPON ADR | 0.006008 |  |
| Pernod Ricard International Finance LLC | 0.005626 |  |
| ARM HOLDINGS LTD | 0.005589 |  |
| LOCKHEED MARTIN CORP | 0.005162 | ✓ |
| MORGAN STANLEY | 0.005065 | ✓ |
| CONOCOPHILLIPS | 0.005014 | ✓ |
| AMERICAN TOWER CORP | 0.004855 | ✓ |
| UNION PAC CORP | 0.004826 |  |
| BHP Group Ltd. SPONSORED ADS | 0.004741 |  |
| LENNAR CORP | 0.004672 |  |
| FIFTH THIRD BANK | 0.004613 |  |
| FLORIDA POWER & | 0.004423 |  |
| KINDER MORGAN | 0.004389 |  |
| AFFIRM HOLDINGS INC | 0.004270 |  |
| PROLOGIS INC REIT | 0.004246 | ✓ |
| VULCAN MATERIALS | 0.004147 |  |
| DEVON ENERGY CORP | 0.004095 | ✓ |

## WisdomTree U.S. Total Dividend Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.031688 | ✓ |
| JPMORGAN CHASE and CO | 0.029277 |  |
| MICROSOFT CORP | 0.026232 |  |
| APPLE INC | 0.025942 |  |
| EXXON MOBIL CORP | 0.024421 | ✓ |
| CHEVRON CORP | 0.020064 | ✓ |
| JOHNSON&JOHNSON | 0.018713 |  |
| BROADCOM INC | 0.016985 | ✓ |
| ABBVIE INC | 0.014431 |  |
| PHILIP MORRIS INTL INC | 0.012538 |  |
| MERCK & CO | 0.012442 |  |
| VERIZON COMMUNICATIONS INC | 0.012339 |  |
| PROCTER & GAMBLE | 0.012211 |  |
| COCA-COLA CO/THE | 0.011824 |  |
| ALPHABET INC CL A | 0.011577 |  |
| AT&T INC | 0.011372 |  |
| MORGAN STANLEY | 0.011260 | ✓ |
| ALPHABET INC CL C | 0.010802 |  |
| HOME DEPOT INC | 0.010596 |  |
| WALMART INC | 0.010263 |  |
| PEPSICO INC | 0.010143 |  |
| AMGEN INC | 0.009810 | ✓ |
| WELLS FARGO & CO | 0.009555 |  |
| LILLY ELI and CO | 0.009468 |  |
| BANK OF AMERICA CORPORATION | 0.009432 |  |
| PFIZER INC | 0.009268 |  |
| GOLDMAN SACHS GROUP INC | 0.009093 |  |
| META PLATFORMS INC CL A | 0.008821 | ✓ |
| GILEAD SCIENCES INC | 0.008229 |  |
| CISCO SYSTEMS INC | 0.008109 |  |
| INTL BUS MACH CORP | 0.008090 |  |
| UNITEDHEALTH GRP | 0.007991 |  |
| VISA INC-CLASS A | 0.007793 | ✓ |
| CONOCOPHILLIPS | 0.007523 | ✓ |
| TEXAS INSTRUMENTS INC | 0.006858 |  |
| BRISTOL-MYERS SQUIBB CO | 0.006854 |  |
| MCDONALDS CORP | 0.006632 |  |
| ALTRIA GROUP INC | 0.006485 |  |
| NEXTERA ENERGY INC | 0.006381 |  |
| DUKE ENERGY CORP NEW | 0.006059 |  |
| CITIGROUP INC | 0.005977 |  |
| COMCAST CORP CL A | 0.005922 |  |
| T-MOBILE US INC | 0.005753 |  |
| LOCKHEED MARTIN CORP | 0.005428 | ✓ |
| RTX CORP | 0.005311 |  |
| ORACLE CORP | 0.005056 |  |
| PROLOGIS INC REIT | 0.004768 | ✓ |
| SOUTHERN CO | 0.004446 |  |
| HONEYWELL INTL INC | 0.004403 |  |
| CATERPILLAR INC | 0.004349 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-068454` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/357298/000141036826068454/0001410368-26-068454-index.htm>
- N-PORT (fund B) — accession `0000940400-26-023265` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1350487/000094040026023265/0000940400-26-023265-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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