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Fund comparison · from official SEC filings

CAML vs GDE: how much do they overlap?

Congress Large Cap Growth ETF and WisdomTree Efficient Gold Plus Equity Strategy Fund

Fund A

vs

Fund B

Holdings overlap

38%

of assets, by weight

Shared positions

34

of 38 / 506 holdings

CAML expense ratio

0.65%

net, per year

GDE expense ratio

0.20%

net, per year

Shared holdings

Company

CAML

GDE

N

NVDANVIDIA CORP

6.61%

7.73%

A

AAPLAPPLE INC

5.40%

6.93%

G

GOOGLALPHABET INC-CL A

5.00%

6.75%

M

MSFTMICROSOFT CORP

5.00%

4.89%

A

ANETARISTA NETWORKS INC

4.67%

0.29%

A

AVGOBROADCOM INC

4.65%

2.90%

A

AMZNAMAZON.COM INC

3.19%

4.10%

G

GEVGE VERNOVA INC

3.92%

0.37%

E

ETNEATON CORP PLC

3.39%

0.09%

H

HWMHOWMET AEROSPACE INC

3.18%

0.16%

T

TJXTJX COMPANIES INC

2.98%

0.25%

M

METAMETA PLATFORMS INC-CLASS A

2.73%

2.29%

W

WELLWELLTOWER INC

2.57%

0.16%

C

COSTCOSTCO WHOLESALE CORP

2.55%

0.61%

V

VVISA INC-CLASS A SHARES

2.45%

0.96%

G

GSGOLDMAN SACHS GROUP INC

2.40%

0.45%

W

WMBWILLIAMS COS INC

2.39%

0.12%

H

HLTHILTON WORLDWIDE HOLDINGS IN

2.14%

0.13%

P

PHPARKER HANNIFIN CORP

2.13%

0.15%

O

ORLYO'REILLY AUTOMOTIVE INC

2.13%

0.11%

I

ISRGINTUITIVE SURGICAL INC

2.11%

0.21%

E

ECLECOLAB INC

2.10%

0.11%

A

APHAMPHENOL CORP-CL A

1.97%

0.25%

I

IBKRINTERACTIVE BROKERS GRO-CL A

1.97%

0.02%

M

MDBMONGODB INC

1.96%

0.03%

Only in CAML

A

ASMLASML HOLDING NV-NY REG SHS

1.97%

S

SHOPSHOPIFY INC - CLASS A

1.79%

A

ARMARM HOLDINGS PLC-ADR

1.63%

F

FXFXXFIRST AM TREAS OBLI-X

1.43%

Only in GDE

T

TSLATESLA INC

1.88%

M

MUMICRON TECHNOLOGY INC

1.54%

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

1.51%

W

WMTWALMART INC

1.34%

A

AMDADVANCED MICRO DEVICES

1.26%

J

JPMJPMORGAN CHASE & CO

1.21%

D

DTRXXBNY DREYFUS TREASURY OBLIGAT

1.11%

E

EXMOCEXXON MOBIL CORP

0.93%

?

—CME GROUP INC.

0.84%

O

ORCLORACLE CORP

0.82%

I

INTCINTEL CORP

0.76%

J

JNJJOHNSON & JOHNSON

0.75%

C

CSCOCISCO SYSTEMS INC

0.70%

M

MAMASTERCARD INC - A

0.68%

N

NFLXNETFLIX INC

0.62%

C

CATCATERPILLAR INC

0.59%

L

LRCXLAM RESEARCH CORP

0.58%

B

BACBANK OF AMERICA CORP

0.57%

C

CVXCHEVRON CORP

0.56%

A

AMATAPPLIED MATERIALS INC

0.54%

A

ABBVABBVIE INC

0.53%

G

GEGENERAL ELECTRIC

0.52%

K

KOCOCA-COLA CO/THE

0.49%

P

PGPROCTER & GAMBLE CO/THE

0.48%

U

UNHUNITEDHEALTH GROUP INC

0.48%

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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.