Fund comparison · from official SEC filings
HYIN vs MORT: how much do they overlap?
WisdomTree Private Credit and Alternative Income Fund and VanEck Mortgage REIT Income ETF
vs
Shared holdings
Company
HYIN
MORT
N
NLYANNALY CAPITAL MANAGEMENT IN
2.91%
16.61%
A
AGNCAGNC INVESTMENT CORP
2.93%
13.07%
S
STWDSTARWOOD PROPERTY TRUST INC
2.77%
7.15%
R
RITMRITHM CAPITAL CORP
2.91%
6.55%
D
DXDYNEX CAPITAL INC
2.97%
4.80%
B
BXMTBLACKSTONE MORTGAGE TRU-CL A
2.75%
4.62%
A
ARRARMOUR RESIDENTIAL REIT INC
3.06%
4.28%
E
EFCELLINGTON FINANCIAL INC
3.32%
3.95%
A
ABRARBOR REALTY TRUST INC
2.13%
3.78%
A
ARIAPOLLO COMMERCIAL REAL ESTAT
2.98%
3.21%
C
CIMCHIMERA INVESTMENT CORP
3.03%
2.63%
B
BRSPBRIGHTSPIRE CAPITAL INC
2.93%
1.74%
L
LADRLADDER CAPITAL CORP-REIT
2.91%
2.91%
M
MFAMFA FINANCIAL INC
2.79%
2.61%
F
FBRTFRANKLIN BSP REALTY TRUST IN
2.78%
1.66%
Only in HYIN
?
—WisdomTree Treasury Money Market Digital Fund
8.13%
O
OXLCOXFORD LANE CAPITAL CORP
3.22%
H
HTGCHERCULES CAPITAL INC
3.02%
?
—DREY INST PREF GOV MM-M
2.99%
G
GBDCGOLUB CAPITAL BDC INC
2.95%
F
FSKFS KKR CAPITAL CORP
2.94%
A
ARCCARES CAPITAL CORP
2.94%
J
JFRNUVEEN FLOATING RATE INCOME
2.91%
G
GOFGUGGENHEIM STRATEGIC OPPORT
2.91%
H
HYTBLACKROCK CORP HI YLD
2.87%
X
XEVVXEATON VANCE LTD DURAT INC
2.87%
P
PTYPIMCO CORPORATE & INCOME OPP
2.83%
P
PDIPIMCO DYNAMIC INCOME FUND
2.80%
O
OBDCBLUE OWL CAPITAL CORP
2.80%
B
BXSLBLACKSTONE SECURED LENDING F
2.73%
T
TSLXSIXTH STREET SPECIALTY LENDI
2.68%
M
MAINMAIN STREET CAPITAL CORP
2.64%
O
OTFBLUE OWL TECHNOLOGY FINANCE
2.56%
?
—DREYFUS TRSY OBLIG CASH M
0.04%
Only in MORT
O
ORCORCHID ISLAND CAPITAL INC
4.16%
T
TWOTWO HARBORS INVESTMENT CORP
2.93%
G
GVMXXSTATE ST INST US GOV MM-PREM
2.35%
P
PMTPENNYMAC MORTGAGE INVESTMENT
2.21%
I
IVRINVESCO MORTGAGE CAPITAL
1.89%
A
ADAMADAMAS TRUST INC
1.74%
T
TRTXTPG RE FINANCE TRUST INC
1.49%
R
RWTREDWOOD TRUST INC
1.39%
K
KREFKKR REAL ESTATE FINANCE TRUS
0.84%
A
ACREARES COMMERCIAL REAL ESTATE
0.75%
R
REFICHICAGO ATLANTIC REAL ESTATE
0.69%
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2% overlap
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2% overlap
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.
Informational and educational only — not investment advice.