# Portfolio overlap — WAMA vs HLEIX

Comparing **WisdomTree U.S. Adaptive Moving Average Fund** (2026-03-31) and **JPMorgan Equity Index Fund** (2026-03-31).

- Shared positions: 426
- WisdomTree U.S. Adaptive Moving Average Fund covered by JPMorgan Equity Index Fund: 0.9008841751415740433204829792
- JPMorgan Equity Index Fund covered by WisdomTree U.S. Adaptive Moving Average Fund: 0.9008841751415740433204829792

## 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 | ✓ |

## JPMorgan Equity Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.075408 | ✓ |
| APPLE INC | 0.066298 | ✓ |
| MICROSOFT CORP | 0.048910 | ✓ |
| AMAZON.COM INC | 0.036202 | ✓ |
| ALPHABET INC CL A | 0.029790 | ✓ |
| BROADCOM INC | 0.026112 | ✓ |
| ALPHABET INC CL C | 0.023871 |  |
| META PLATFORMS INC CL A | 0.022266 | ✓ |
| TESLA INC | 0.018604 | ✓ |
| BERKSHIRE HATH-B | 0.015636 | ✓ |
| JPMORGAN CHASE and CO | 0.014112 | ✓ |
| LILLY ELI and CO | 0.012969 | ✓ |
| EXXON MOBIL CORP | 0.012616 | ✓ |
| JOHNSON&JOHNSON | 0.010482 | ✓ |
| WALMART INC | 0.009694 | ✓ |
| VISA INC-CLASS A | 0.009041 | ✓ |
| COSTCO WHOLESALE CORP | 0.007870 | ✓ |
| MASTERCARD INC CL A | 0.007241 | ✓ |
| NETFLIX INC | 0.007224 | ✓ |
| CHEVRON CORP | 0.006901 | ✓ |
| ABBVIE INC | 0.006840 | ✓ |
| MICRON TECHNOLOGY INC | 0.006766 | ✓ |
| PROCTER & GAMBLE | 0.005973 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.005946 | ✓ |
| ADV MICRO DEVICE | 0.005902 | ✓ |
| CATERPILLAR INC | 0.005865 | ✓ |
| HOME DEPOT INC | 0.005826 | ✓ |
| BANK OF AMERICA CORPORATION | 0.005756 | ✓ |
| CISCO SYSTEMS INC | 0.005455 | ✓ |
| MERCK & CO | 0.005313 | ✓ |
| GENERAL ELECTRIC CO | 0.005296 | ✓ |
| COCA-COLA CO/THE | 0.005239 | ✓ |
| APPLIED MATERIALS INC | 0.004827 | ✓ |
| LAM RESEARCH CORP | 0.004748 | ✓ |
| RTX CORP | 0.004607 | ✓ |
| PHILIP MORRIS INTL INC | 0.004580 | ✓ |
| GOLDMAN SACHS GROUP INC | 0.004515 | ✓ |
| JPM-US GV MM-L | 0.004504 |  |
| ORACLE CORP | 0.004439 | ✓ |
| WELLS FARGO & CO | 0.004381 | ✓ |
| UNITEDHEALTH GRP | 0.004361 | ✓ |
| GE VERNOVA LLC | 0.004186 | ✓ |
| LINDE PLC | 0.004119 | ✓ |
| INTL BUS MACH CORP | 0.004032 | ✓ |
| MCDONALDS CORP | 0.003938 | ✓ |
| PEPSICO INC | 0.003776 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.003767 | ✓ |
| INTEL CORP | 0.003687 | ✓ |
| AT&T INC | 0.003611 | ✓ |
| CITIGROUP INC | 0.003526 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-022928` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1350487/000094040026022928/0000940400-26-022928-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012747` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/763852/000207169126012747/0002071691-26-012747-index.htm>

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