# Portfolio overlap — WILIX vs STESX

Comparing **William Blair International Leaders Fund** (2026-03-31) and **International Strategic Equities Portfolio** (2026-03-31).

- Shared positions: 18
- William Blair International Leaders Fund covered by International Strategic Equities Portfolio: 0.2951714070212095048563549578
- International Strategic Equities Portfolio covered by William Blair International Leaders Fund: 0.2951714070212095048563549579

## William Blair International Leaders Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TSMC | 0.051514 | ✓ |
| SAMSUNG ELECTRONICS CO LTD | 0.047374 | ✓ |
| SK HYNIX INC | 0.045993 | ✓ |
| FUJIKURA LTD | 0.029877 |  |
| ASTRAZENECA PLC | 0.028211 | ✓ |
| ASML Holding NV | 0.027211 | ✓ |
| HON HAI | 0.026568 |  |
| SUMITOMO MITSUI FINL GROUP INC | 0.026108 |  |
| TENCENT HOLDINGS LTD | 0.026001 | ✓ |
| IBERDROLA SA | 0.025126 |  |
| IHI CORP | 0.024807 |  |
| SANDOZ GROUP AG | 0.024476 |  |
| PRYSMIAN SPA | 0.023941 | ✓ |
| ACCTON TECH | 0.023388 | ✓ |
| ENEL SPA | 0.022381 | ✓ |
| AIA Group Ltd | 0.021811 | ✓ |
| HITACHI LTD | 0.021342 |  |
| BAE SYSTEMS PLC | 0.020249 | ✓ |
| SINGAPORE TELECO (LOT SIZE 100) | 0.020148 |  |
| BBVA | 0.019841 | ✓ |
| BHARTI AIRTEL LIMITED | 0.018586 |  |
| ABB Ltd. (Registered) | 0.018563 | ✓ |
| SAFRAN SA | 0.018243 | ✓ |
| UCB SA | 0.018018 |  |
| LUNDIN GOLD INC | 0.017380 |  |
| GALDERMA GROUP A | 0.017174 |  |
| Halma PLC | 0.016727 |  |
| SSE PLC | 0.016424 |  |
| ARGENX SE SPONSORED ADR | 0.016373 |  |
| ANTOFAGASTA PLC | 0.015656 |  |
| BARCLAYS PLC | 0.015390 | ✓ |
| ASICS CORP | 0.015286 |  |
| HKEX | 0.015132 |  |
| DOLLARAMA INC | 0.014837 |  |
| BHARAT ELECTRON | 0.014371 |  |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 0.014249 |  |
| UNICREDIT SPA | 0.014005 |  |
| ESSILORLUXOTTICA | 0.013571 |  |
| SUMITOMO ELEC IN | 0.012645 |  |
| CREDICORP LTD | 0.012639 |  |
| RHEINMETALL AG | 0.012607 | ✓ |
| BNP PARIBAS | 0.012275 |  |
| MERCADOLIBRE INC | 0.012044 |  |
| LONZA GROUP -REG | 0.011872 |  |
| EMAAR PROP PJSC | 0.011558 |  |
| LONDON STOCK EXCHANGE GRP PLC | 0.011484 |  |
| VINCI SA | 0.010908 | ✓ |
| ICICI BANK LTD | 0.008320 |  |
| FERRARI NV | 0.008225 |  |
| DIPLOMA PLC COMMON STOCK | 0.007970 |  |

## International Strategic Equities Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TSMC | 0.070928 | ✓ |
| SHELL PLC | 0.036162 |  |
| SAMSUNG ELECTRONICS CO LTD | 0.030680 | ✓ |
| NN GROUP | 0.027714 |  |
| PRYSMIAN SPA | 0.027668 | ✓ |
| BAE SYSTEMS PLC | 0.024732 | ✓ |
| SK HYNIX INC | 0.022885 | ✓ |
| ENDEAVOUR MINING | 0.020481 |  |
| ENEOS HOLDINGS I | 0.018604 |  |
| EUROBANK SA | 0.017583 |  |
| ROCHE HOLDING AG | 0.016932 |  |
| MITSUBISHI UFJ F | 0.016535 |  |
| JAPAN POST BANK | 0.016222 |  |
| NORSK HYDRO ASA | 0.015563 |  |
| KONINKLIJKE AHOL | 0.015380 |  |
| HANA FINANCIAL G | 0.015288 |  |
| BBVA | 0.015269 | ✓ |
| SMC CORP | 0.015181 |  |
| BARCLAYS PLC | 0.015135 | ✓ |
| ERSTE GROUP BANK | 0.015097 |  |
| ABB Ltd. (Registered) | 0.015029 | ✓ |
| AIB GROUP PLC | 0.015025 |  |
| ASTRAZENECA PLC | 0.015015 | ✓ |
| ABN AMRO BANK-CV | 0.014031 |  |
| TESCO PLC | 0.013927 |  |
| TENCENT HOLDINGS LTD | 0.013282 | ✓ |
| AIA Group Ltd | 0.013098 | ✓ |
| MITSUB ELEC CORP | 0.012997 |  |
| Fresenius SE & Company KGaA | 0.012724 |  |
| LUNDIN MINING CORP | 0.012643 |  |
| SAFRAN SA | 0.012221 | ✓ |
| GENMAB AS | 0.012048 |  |
| TIM SA | 0.011941 |  |
| INDITEX SA | 0.011621 |  |
| STANTEC INC | 0.011106 |  |
| RESONA HOLDINGS | 0.011080 |  |
| LOBLAW COS LTD | 0.011055 |  |
| MITSUI FUDOSAN | 0.011049 |  |
| RELX PLC | 0.010797 |  |
| ICBC-H | 0.010717 |  |
| AB Fixed Income Shares, Inc. - Government Money Market Portfolio | 0.010589 |  |
| DANSKE BANK A/S | 0.010362 |  |
| 3I GROUP PLC | 0.010225 | ✓ |
| ASAHI GROUP HOLDINGS LTD COMMON STOCK | 0.010066 |  |
| VINCI SA | 0.009849 | ✓ |
| MITSUBISHI HEAVY INDS LTD | 0.009796 |  |
| CCB-H | 0.009682 |  |
| ASML Holding NV | 0.009581 | ✓ |
| TAKEDA PHARMACEU | 0.009456 |  |
| SAAB AB-B | 0.009325 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-055305` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/822632/000141036826055305/0001410368-26-055305-index.htm>
- N-PORT (fund B) — accession `0001410368-26-051295` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1653463/000141036826051295/0001410368-26-051295-index.htm>

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