# Portfolio overlap — WBAT vs MINAX Comparing **WisdomTree Battery Value Chain and Innovation Fund** (2025-03-31) and **Madison International Stock Fund** (2025-01-31). - Shared positions: 3 - WisdomTree Battery Value Chain and Innovation Fund covered by Madison International Stock Fund: 0.04882269515101103908701265926 - Madison International Stock Fund covered by WisdomTree Battery Value Chain and Innovation Fund: 0.04882269515101103908701265926 ## WisdomTree Battery Value Chain and Innovation Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | BLOOM ENERGY CORP CL A | 0.065551 | | | ROLLS-ROYCE HOLDINGS PLC | 0.046012 | | | JOBY AVIATION INC | 0.041915 | | | Common Stock | 0.037382 | | | DREY INST PREF GOV MM-M | 0.036468 | | | ENERSYS INC | 0.033867 | | | MITSUBISHI HEAVY INDS LTD | 0.027596 | | | KONGSBERG GRUPP | 0.023372 | | | AURUBIS AG | 0.022624 | | | E.ON SE | 0.020033 | | | Airbus SE | 0.018803 | ✓ | | CHARGEPOINT HOLDINGS INC CL A | 0.017453 | | | Sociedad Quimica y Minera de Chile S A ADR(REPR 1 PRF SER'B') | 0.016905 | | | BP PLC | 0.016762 | | | UMICORE | 0.016214 | | | SHELL PLC | 0.015827 | ✓ | | MITSUI & CO | 0.015292 | | | SIEMENS AG-REG | 0.014193 | ✓ | | JOHNSON CONTROLS INTERNATIONAL PLC | 0.013712 | | | TDK CORP | 0.013435 | | | ZHEJIANG NARAD-A | 0.013386 | | | QINGDAO TGOOD-A | 0.012877 | | | GEM CO LTD-A | 0.012794 | | | MINMETALS NEW EN | 0.012266 | | | ALFEN N.V. | 0.011587 | | | VALEO | 0.011296 | | | CNGR ADVANCED -A | 0.010930 | | | WARTSILA OYJ CLASS B | 0.010679 | | | CAMEL GROUP CO-A | 0.010208 | | | TOKAI CARBON CO | 0.010156 | | | TESLA INC | 0.009911 | | | BALLARD POWER | 0.009819 | | | ZHONGTIAN TECH-A | 0.008705 | | | SIMPLO TECH | 0.008342 | | | PLS GROUP LTD | 0.008208 | | | NISSAN MOTORS CO LTD | 0.008181 | | | VOLVO AB-B | 0.007955 | | | TOYO TANSO CO LT | 0.007777 | | | XIAMEN TUNGSTE-A | 0.007701 | | | QUALCOMM INC | 0.007586 | | | SICHUAN YAHUA-A | 0.007575 | | | ISE CHEM CORP | 0.007256 | | | Receive LG ENERGY SOLUTI Pay Overnight Rate -2.25 | 0.006748 | | | GANFENG LITHIU-A | 0.006742 | | | YOUNGY CO LTD-A | 0.006288 | | | APTIV PLC | 0.006252 | | | LG CHEM LTD | 0.006240 | | | TIBET MINERAL-A | 0.005942 | | | NANJING HANRUI-A | 0.005915 | | | TIANQI LITHIUM-A | 0.005888 | | ## Madison International Stock Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | State Street Navigator Securities Lending Portfolio II | 0.052297 | | | DEUTSCHE TELEKOM | 0.029887 | | | Airbus SE | 0.028003 | ✓ | | ALIBABA GROUP HOLDING LTD SPON ADR | 0.027116 | | | ASTRAZENECA PLC | 0.026628 | | | Kerry Group Public Limited Company | 0.026293 | | | HDFC BANK LTD SPON ADR | 0.026155 | | | Larsen & Toubro Ltd. | 0.025147 | | | PAN PACIFIC INTERNATIONAL HOLDINGS LTD | 0.024216 | | | TAIWAN SEMIC MFG CO LTD SP ADR | 0.022896 | | | TENCENT HOLDINGS LTD | 0.022620 | | | ADIDAS AG | 0.022125 | | | PING AN-H | 0.021431 | | | CYBER-ARK SOFTWARE LTD | 0.021347 | | | SONY GROUP CORP | 0.021332 | | | LONZA GROUP -REG | 0.021217 | | | TORAY INDUSTRIES | 0.020759 | | | AIA Group Ltd | 0.019650 | | | PARTNERS GROUP HOLDING AG COMMON STOCK | 0.019233 | | | DAIICHI SANKYO | 0.019094 | | | CAMECO CORP | 0.018628 | | | SIEMENS AG-REG | 0.018442 | ✓ | | ASML HOLDING-NY | 0.018396 | | | GRUPO MEXICO-B | 0.017991 | | | State Street Navigator Securities Lending Government Money Market Portfolio | 0.017858 | | | Infosys Ltd. SPONSORED ADR | 0.017778 | | | SHELL PLC | 0.017644 | ✓ | | WAL-MART MEX-ADR | 0.017546 | | | MITSUBISHI UFJ F | 0.017459 | | | KION GROUP AG | 0.017269 | | | CANADIAN PACIFIC KANSAS CITY LTD | 0.016671 | | | SAP SE | 0.016658 | | | WISE PLC - A | 0.016597 | | | CYBERAGENT INC | 0.016331 | | | SIKA AG-REG | 0.016090 | | | Prudential Public Limited Company | 0.015807 | | | TREASURY WINE ES | 0.014735 | | | Hermes International SCA | 0.013932 | | | MURATA MFG CO | 0.013050 | | | KEYENCE CORP | 0.012341 | | | WORLDLINE | 0.012189 | | | FOMENTO ECONO MEX(FEMSA)SP ADR | 0.012119 | | | ITAU UNIBANCO HLDG SA SPON ADR | 0.011996 | | | NXP SEMICONDUCTORS NV | 0.011568 | | | NORSK HYDRO ASA | 0.011466 | | | LVMH MOET HENNESSY LOUIS VUITTON SE | 0.011430 | | | L'Air Liquide, societe anonyme pour l'Etude et l'Exploitation des procedes Georges Claude | 0.010847 | | | LASERTEC CORP | 0.010845 | | | CARLSBERG-B | 0.010780 | | | SHISEIDO CO LTD | 0.010223 | | ## Sources - N-PORT (fund A) — accession `0001752724-25-130241` (as of 2025-03-31) - N-PORT (fund B) — accession `0001752724-25-065806` (as of 2025-01-31) --- _Informational only — not investment advice. 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