# Portfolio overlap — SIMYX vs DWM

Comparing **SIMT Tax-Managed International Managed Volatility Fund** (2026-03-31) and **WisdomTree International Equity Fund** (2026-03-31).

- Shared positions: 263
- SIMT Tax-Managed International Managed Volatility Fund covered by WisdomTree International Equity Fund: 0.2833252782806164427181300983
- WisdomTree International Equity Fund covered by SIMT Tax-Managed International Managed Volatility Fund: 0.2833252782806164427181300984

## SIMT Tax-Managed International Managed Volatility Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Novartis AG (Registered) | 0.022769 | ✓ |
| KONINKLIJKE AHOL | 0.018424 | ✓ |
| ENGIE | 0.018173 | ✓ |
| GSK PLC | 0.017590 | ✓ |
| ASTELLAS PHARMA | 0.016532 | ✓ |
| ORANGE | 0.016183 | ✓ |
| IMPERIAL BRANDS | 0.014345 | ✓ |
| DEUTSCHE TELEKOM | 0.013910 | ✓ |
| TESCO PLC | 0.013517 | ✓ |
| CANON INC | 0.011601 | ✓ |
| WH GROUP LTD | 0.011257 | ✓ |
| SEI DAILY INCOME TRUST GOVERNMENT FUND (#36) | 0.010917 |  |
| DBS GROUP HLDGS | 0.010600 | ✓ |
| SECOM CO LTD | 0.010293 | ✓ |
| OCBC BANK | 0.010290 | ✓ |
| DANSKE BANK A/S | 0.010184 | ✓ |
| ROCHE HOLDING AG | 0.009913 | ✓ |
| Sanofi SA | 0.009896 | ✓ |
| ENEOS HOLDINGS I | 0.009622 | ✓ |
| NN GROUP | 0.008920 |  |
| SINGAPORE EXCH | 0.008608 | ✓ |
| SHELL PLC | 0.008582 | ✓ |
| ENDESA | 0.008247 | ✓ |
| LOGISTA | 0.008046 | ✓ |
| HKT TRUST SHARE STAPLED UNITS | 0.007845 | ✓ |
| MUENCHENER RUE-R | 0.007544 | ✓ |
| TOTALENERGIES SE | 0.006817 |  |
| HSBC HOLDINGS PL | 0.006657 | ✓ |
| INPEX CORP | 0.006304 | ✓ |
| DANONE SA | 0.006131 | ✓ |
| BOC HONG KONG HO | 0.006021 | ✓ |
| SAINSBURY PLC | 0.005990 | ✓ |
| SHIONOGI & CO | 0.005976 | ✓ |
| BOUYGUES SA | 0.005947 | ✓ |
| BRITISH AMERICAN TOBACCO PLC | 0.005908 | ✓ |
| JARDINE CYCLE & | 0.005907 |  |
| ENI SPA | 0.005575 |  |
| UNITED OVERSEAS | 0.005480 | ✓ |
| SWISS PRIME -REG | 0.005428 | ✓ |
| OSAKA GAS CO LTD | 0.005347 | ✓ |
| BRAMBLES LTD | 0.005291 | ✓ |
| AXA | 0.005255 | ✓ |
| SWISS RE AG | 0.005186 | ✓ |
| BANK LEUMI LE-IS | 0.005163 | ✓ |
| SERCO GROUP | 0.004900 | ✓ |
| ACS | 0.004820 | ✓ |
| A2A SPA | 0.004754 | ✓ |
| BAE SYSTEMS PLC | 0.004747 | ✓ |
| MIZUHO FINANCIAL | 0.004737 | ✓ |
| HENKEL AG KGAA | 0.004729 |  |

## WisdomTree International Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| HSBC HOLDINGS PL | 0.015396 | ✓ |
| Novartis AG (Registered) | 0.012561 | ✓ |
| TOYOTA MOTOR CORP | 0.012449 |  |
| SHELL PLC | 0.012153 | ✓ |
| NESTLE SA (REG) | 0.011787 | ✓ |
| INTESA SANPAOLO | 0.010558 |  |
| ROCHE HOLDING AG | 0.010522 | ✓ |
| BRITISH AMERICAN TOBACCO PLC | 0.009341 | ✓ |
| EQUINOR ASA | 0.009307 |  |
| WISDOMTREE GOVERNMENT MONEY MARKET DIGITAL FUND | 0.008418 |  |
| BBVA | 0.008307 |  |
| AXA | 0.007961 | ✓ |
| BP PLC | 0.007950 | ✓ |
| LVMH MOET HENNESSY LOUIS VUITTON SE | 0.007883 |  |
| ASML Holding NV | 0.007818 |  |
| INDITEX SA | 0.007658 |  |
| BHP GROUP LTD | 0.007519 |  |
| ASTRAZENECA PLC | 0.007164 |  |
| ALLIANZ SE (REGD) | 0.007123 | ✓ |
| BNP PARIBAS | 0.007067 | ✓ |
| IBERDROLA SA | 0.007064 | ✓ |
| ENEL SPA | 0.007049 | ✓ |
| DEUTSCHE TELEKOM | 0.006682 | ✓ |
| ENGIE | 0.006619 | ✓ |
| UNICREDIT SPA | 0.006328 |  |
| MITSUBISHI UFJ F | 0.006266 | ✓ |
| RIO TINTO PLC | 0.006221 |  |
| Sanofi SA | 0.006212 | ✓ |
| CAIXABANK SA | 0.006044 | ✓ |
| COMMONW BK AUSTR | 0.006035 |  |
| NORDEA BANK ABP | 0.005947 | ✓ |
| BANCO SANTANDER SA | 0.005810 |  |
| DBS GROUP HLDGS | 0.005610 | ✓ |
| ZURICH INSURANCE | 0.005135 | ✓ |
| L'OREAL SA ORD | 0.005103 |  |
| UNILEVER PLC | 0.005095 |  |
| SIEMENS AG-REG | 0.004977 |  |
| MITSUBISHI CORP | 0.004958 |  |
| NOVO NORDISK-B | 0.004838 |  |
| ABB Ltd. (Registered) | 0.004494 | ✓ |
| GSK PLC | 0.004493 | ✓ |
| NATIONAL GRID PL | 0.004298 |  |
| VOLVO AB-B | 0.004170 |  |
| JAPAN TOBACCO | 0.004030 | ✓ |
| ING GROEP NV | 0.004015 |  |
| VINCI SA | 0.003934 |  |
| BOC HONG KONG HO | 0.003880 | ✓ |
| NATWEST GROUP PLC | 0.003613 |  |
| DNB BANK ASA | 0.003469 | ✓ |
| IMPERIAL BRANDS | 0.003438 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002048251-26-004564` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/804239/000204825126004564/0002048251-26-004564-index.htm>
- N-PORT (fund B) — accession `0000940400-26-023280` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1350487/000094040026023280/0000940400-26-023280-index.htm>

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