30,394 funds screened by look-through to their filed holdings
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Compliant-only counts, built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
Compliant-only counts by sector & country.
How these counts are built
Built from a bulk Finnhub company-profile fetch (refreshed roughly monthly), intersected with the compliance snapshot — not a live lookup per symbol.
- Funds screened
- 30,394
- Reached a verdict
- 18,569
- Compliant
- 290
- Could not be decided
- 11,825
Screened by look-through to each fund’s filed holdings. “Could not be decided” is not a failure — it means too little of the portfolio could be covered to state a verdict, and those funds are listed below as undecided rather than left out.
| Ticker | Fund | Verdict | Holdings | Covered |
|---|---|---|---|---|
| WTRE | WisdomTree New Economy Real Estate Fund· WisdomTree Trust | Non-compliant | 63 | 76% |
| WTSGX | SBH SMALL CAP GROWTH FUND· Segall Bryant & Hamill Trust | Non-compliant | 82 | 91% |
| WTSTX | WisdomTree 7-10 Year Treasury Digital Fund· WisdomTree Digital Trust | Non-compliant | 13 | 100% |
| WTSYX | WisdomTree Short-Term Treasury Digital Fund· WisdomTree Digital Trust | Non-compliant | 96 | 100% |
| WTTAX | SBH MUNICIPAL OPPORTUNITIES· Segall Bryant & Hamill Trust | Non-compliant | 174 | 10% |
| WTTSX | WisdomTree 3-7 Year Treasury Digital Fund· WisdomTree Digital Trust | Non-compliant | 90 | 100% |
| WTV | WisdomTree U.S. Value Fund· WisdomTree Trust | Non-compliant | 126 | 96% |
| WUSAX | Columbia Variable Portfolio - Acorn Fund· COLUMBIA FUNDS VARIABLE SERIES TRUST | Non-compliant | 95 | 85% |
| WUSDX | Allspring Ultra Short-Term Income Fund· ALLSPRING FUNDS TRUST | Non-compliant | 699 | 36% |
| WUSNX | Allspring Ultra Short-Term Income Fund· ALLSPRING FUNDS TRUST | Non-compliant | 701 | 38% |
| WUSTX | Allspring Ultra Short-Term Income Fund· ALLSPRING FUNDS TRUST | Non-compliant | 701 | 38% |
| WVAIX | Weitz Large Cap Equity Fund· Weitz Funds | Non-compliant | 35 | 99% |
| WVALX | Weitz Large Cap Equity Fund· Weitz Funds | Non-compliant | 35 | 99% |
| WVCCX | abrdn International Small Cap Fund· abrdn Funds | Non-compliant | 43 | 69% |
| WVMIX | William Blair Mid Cap Value Fund· WILLIAM BLAIR FUNDS | Non-compliant | 56 | 86% |
| WVMRX | William Blair Mid Cap Value Fund· WILLIAM BLAIR FUNDS | Non-compliant | 56 | 86% |
| WWACX | WESTWOOD ALTERNATIVE INCOME FUND· Ultimus Managers Trust | Non-compliant | 134 | 78% |
| WWHCX | WESTWOOD MULTI-ASSET INCOME FUND· Ultimus Managers Trust | Non-compliant | 160 | 57% |
| WWIAX | WESTWOOD INCOME OPPORTUNITY FUND· Ultimus Managers Trust | Non-compliant | 162 | 73% |
| WWICX | WESTWOOD INCOME OPPORTUNITY FUND· Ultimus Managers Trust | Non-compliant | 162 | 73% |
| WWJD | Inspire International ETF· Northern Lights Fund Trust IV | Non-compliant | 202 | 86% |
| WWLAX | WESTWOOD QUALITY VALUE FUND· Ultimus Managers Trust | Non-compliant | 50 | 95% |
| WWLCX | WESTWOOD QUALITY VALUE FUND· Ultimus Managers Trust | Non-compliant | 50 | 95% |
| WWMCX | WESTWOOD QUALITY MIDCAP FUND· Ultimus Managers Trust | Non-compliant | 59 | 79% |
| WWSAX | Keeley Small Cap Fund· Teton Westwood Funds | Non-compliant | 100 | 89% |
| WWSCX | Keeley Small Cap Fund· Teton Westwood Funds | Non-compliant | 100 | 89% |
| WWSIX | Keeley Small Cap Fund· Teton Westwood Funds | Non-compliant | 100 | 89% |
| WWSMX | WESTWOOD QUALITY SMIDCAP FUND· Ultimus Managers Trust | Non-compliant | 62 | 89% |
| WWSYX | WESTWOOD QUALITY SMALLCAP FUND· Ultimus Managers Trust | Non-compliant | 67 | 84% |
| WXCIX | William Blair Emerging Markets ex China Growth Fund· WILLIAM BLAIR FUNDS | Non-compliant | 109 | 79% |
| WXCRX | William Blair Emerging Markets ex China Growth Fund· WILLIAM BLAIR FUNDS | Non-compliant | 109 | 79% |
| XAGG | Eaton Vance Income Opportunities ETF· Morgan Stanley ETF Trust | Non-compliant | 987 | 50% |
| XAIX | Xtrackers Artificial Intelligence and Big Data ETF· DBX ETF Trust | Non-compliant | 95 | 98% |
| XAOKX | VIP Index 500 Portfolio· Variable Insurance Products Fund II | Non-compliant | 507 | 93% |
| XAR | State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF· SPDR SERIES TRUST | Non-compliant | 51 | 82% |
| XBI | State Street(R) SPDR(R) S&P(R) Biotech ETF· SPDR SERIES TRUST | Non-compliant | 161 | 55% |
| XBIL | US Treasury 6 Month Bill ETF· RBB Fund, Inc. | Non-compliant | 2 | 100% |
| XBTY | GraniteShares YieldBOOST Bitcoin ETF· GraniteShares ETF Trust | Non-compliant | 8 | 96% |
| XC | WisdomTree True Emerging Markets Fund· WisdomTree Trust | Non-compliant | 515 | 80% |
| XCEM | Columbia EM Core ex-China ETF· Columbia ETF Trust II | Non-compliant | 453 | 85% |
| XCHG | AB US Equity ETF· AB Active ETFs, Inc. | Non-compliant | 584 | 94% |
| XCLR | Global X S&P 500 Collar 95-110 ETF· GLOBAL X FUNDS | Non-compliant | 506 | 98% |
| XCNY | State Street(R) SPDR(R) S&P Emerging Markets ex-China ETF· SPDR INDEX SHARES FUNDS | Non-compliant | 1,213 | 84% |
| XDAT | Franklin Exponential Data ETF· Franklin Templeton ETF Trust | Non-compliant | 60 | 95% |
| XDEF | Xtrackers Europe Defense Technologies ETF· DBX ETF Trust | Non-compliant | 37 | 98% |
| XEML | Xtrackers Europe Market Leaders ETF· DBX ETF Trust | Non-compliant | 44 | 86% |
| XES | State Street(R) SPDR(R) S&P(R) Oil & Gas Equipment & Services ETF· SPDR SERIES TRUST | Non-compliant | 37 | 80% |
| XFBRX | VIP Mid Cap Portfolio· Variable Insurance Products Fund III | Non-compliant | 184 | 87% |
| XFBSX | VIP Mid Cap Portfolio· Variable Insurance Products Fund III | Non-compliant | 184 | 87% |
| XFIV | BondBloxx Bloomberg Five Year Target Duration US Treasury ETF· BondBloxx ETF Trust | Non-compliant | 49 | 100% |
| XHB | State Street(R) SPDR(R) S&P(R) Homebuilders ETF· SPDR SERIES TRUST | Non-compliant | 39 | 85% |
| XHE | State Street(R) SPDR(R) S&P(R) Health Care Equipment ETF· SPDR SERIES TRUST | Non-compliant | 72 | 85% |
| XHLF | BondBloxx Bloomberg Six Month Target Duration US Treasury ETF· BondBloxx ETF Trust | Non-compliant | 28 | 100% |
| XHS | State Street(R) SPDR(R) S&P(R) Health Care Services ETF· SPDR SERIES TRUST | Non-compliant | 65 | 83% |
| XIDV | Franklin International Dividend Booster Index ETF· Franklin Templeton ETF Trust | Non-compliant | 87 | 91% |
| XIGV | Defiance US 100 Tech Ex Software ETF· ETF Series Solutions | Non-compliant | 76 | 97% |
| XITK | State Street(R) SPDR(R) FactSet Innovative Technology ETF· SPDR SERIES TRUST | Non-compliant | 101 | 88% |
| XJH | iShares ESG Select Screened S&P Mid-Cap ETF· iShares Trust | Non-compliant | 362 | 83% |
| XJR | iShares ESG Select Screened S&P Small-Cap ETF· iShares Trust | Non-compliant | 613 | 82% |
| XLB | State Street(R) Materials Select Sector SPDR(R) ETF· SELECT SECTOR SPDR TRUST | Non-compliant | 31 | 100% |
| XLC | State Street(R) Communication Services Select Sector SPDR(R) ETF· SELECT SECTOR SPDR TRUST | Non-compliant | 28 | 94% |
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF· SELECT SECTOR SPDR TRUST | Non-compliant | 25 | 96% |
| XLF | State Street(R) Financial Select Sector SPDR(R) ETF· SELECT SECTOR SPDR TRUST | Non-compliant | 81 | 97% |
| XLG | Invesco S&P 500 Top 50 ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 52 | 100% |
| XLI | State Street(R) Industrial Select Sector SPDR(R) ETF· SELECT SECTOR SPDR TRUST | Non-compliant | 86 | 98% |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF· SELECT SECTOR SPDR TRUST | Non-compliant | 79 | 100% |
| XLP | State Street(R) Consumer Staples Select Sector SPDR(R) ETF· SELECT SECTOR SPDR TRUST | Non-compliant | 40 | 98% |
| XLRE | State Street(R) Real Estate Select Sector SPDR(R) ETF· SELECT SECTOR SPDR TRUST | Non-compliant | 34 | 97% |
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF· SELECT SECTOR SPDR TRUST | Non-compliant | 36 | 100% |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF· SELECT SECTOR SPDR TRUST | Non-compliant | 65 | 100% |
| XLY | State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF· SELECT SECTOR SPDR TRUST | Non-compliant | 51 | 94% |
| XMAG | Defiance Large Cap Ex-mag 7 ETF· Tidal Trust II | Non-compliant | 493 | 95% |
| XME | State Street(R) SPDR(R) S&P(R) Metals & Mining ETF· SPDR SERIES TRUST | Non-compliant | 43 | 75% |
| XMHQ | Invesco S&P MidCap Quality ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 83 | 86% |
| XMLV | Invesco S&P MidCap Low Volatility ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 83 | 71% |
| XMMO | Invesco S&P MidCap Momentum ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 78 | 82% |
| XMVM | Invesco S&P MidCap Value with Momentum ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 82 | 74% |
| XNTK | State Street(R) SPDR(R) NYSE Technology ETF· SPDR SERIES TRUST | Non-compliant | 38 | 100% |
| XOEF | iShares S&P 500 ex S&P 100 ETF· iShares Trust | Non-compliant | 406 | 97% |
| XOEX | Xtrackers S&P 100 Ex Top 20 ETF· DBX ETF Trust | Non-compliant | 82 | 99% |
| XOMO | YieldMax(R) Xom Option Income Strategy ETF· Tidal Trust II | Non-compliant | 12 | 92% |
| XONE | BondBloxx Bloomberg One Year Target Duration US Treasury ETF· BondBloxx ETF Trust | Non-compliant | 52 | 100% |
| XOP | State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF· SPDR SERIES TRUST | Non-compliant | 55 | 91% |
| XOVR | ERShares Private-Public Crossover ETF· EntrepreneurShares Series Trust | Non-compliant | 32 | 82% |
| XPH | State Street(R) SPDR(R) S&P(R) Pharmaceuticals ETF· SPDR SERIES TRUST | Non-compliant | 67 | 58% |
| XPND | First Trust Expanded Technology ETF· First Trust Exchange-Traded Fund VIII | Non-compliant | 51 | 100% |
| XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 102 | 97% |
| XRMI | Global X S&P 500 Risk Managed Income ETF· GLOBAL X FUNDS | Non-compliant | 507 | 97% |
| XRT | State Street(R) SPDR(R) S&P(R) Retail ETF· SPDR SERIES TRUST | Non-compliant | 78 | 78% |
| XSD | State Street(R) SPDR(R) S&P(R) Semiconductor ETF· SPDR SERIES TRUST | Non-compliant | 51 | 85% |
| XSHD | Invesco S&P SmallCap High Dividend Low Volatility ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 61 | 59% |
| XSHP | Kurv SpaceX Enhanced Income ETF· Kurv ETF Trust | Non-compliant | 8 | 88% |
| XSHQ | Invesco S&P SmallCap Quality ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 118 | 76% |
| XSLV | Invesco S&P SmallCap Low Volatility ETF· Invesco Exchange-Traded Fund Trust II | Non-compliant | 123 | 70% |
| XSMO | Invesco S&P SmallCap Momentum ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 110 | 78% |
| XSOE | WisdomTree Emerging Markets ex-State-Owned Enterprises Fund· WisdomTree Trust | Non-compliant | 855 | 86% |
| XSPC | VegaShares Space & AI ETF· Tidal Trust IV | Non-compliant | 23 | 62% |
| XSPI | NEOS Boosted S&P 500(R) High Income ETF· NEOS ETF Trust | Non-compliant | 479 | 89% |
| XSVM | Invesco S&P SmallCap Value with Momentum ETF· Invesco Exchange-Traded Fund Trust | Non-compliant | 121 | 72% |
| XSVN | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF· BondBloxx ETF Trust | Non-compliant | 39 | 100% |
30,394 funds · page 185 of 304