ETFs & Mutual Funds Holding WLTH
ETFs & Mutual Funds Holding WLTH
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Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
ETFs & Mutual Funds Holding WLTH
Get exposure to WLTH through 220 funds
Popular:
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
All 220 Funds with WLTH
| Fund ↕ | Weight ↓ | |
|---|---|---|
| BPAY iShares FinTech Active ETF | 3.18% | View |
| KCE State Street SPDR S&P Capital Markets ETF | 1.80% | View |
| GABF Gabelli Financial Services Opportunities ETF | 1.72% | View |
| FDFF Fidelity Disruptive Finance ETF | 1.43% | View |
| FSCAX Nuveen Small Cap Value Fund Class A | 0.94% | View |
| FSCCX Nuveen Small Cap Value Fund Class I | 0.94% | View |
| FSCVX Nuveen Small Cap Value Fund Class C | 0.94% | View |
| FSCWX Nuveen Small Cap Value Fund Class R6 | 0.94% | View |
| SMLL Harbor Active Small Cap ETF | 0.89% | View |
| ODMCX JPMorgan SMID Cap Equity Fund Class C | 0.57% | View |
| PECAX JPMorgan SMID Cap Equity Fund Class A | Pro | View |
| WOOPX JPMorgan SMID Cap Equity Fund Class I | Pro | View |
| WOOOX JPMorgan SMID Cap Equity Fund Class R3 | Pro | View |
| WOOSX JPMorgan SMID Cap Equity Fund Class R6 | Pro | View |
| JSECX JPMorgan Small Cap Equity Fund Class C | Pro | View |
| JSEPX JPMorgan Small Cap Equity Fund Class R3 | Pro | View |
| JSEQX JPMorgan Small Cap Equity Fund Class R4 | Pro | View |
| JSERX JPMorgan Small Cap Equity Fund Class R5 | Pro | View |
| JSEZX JPMorgan Small Cap Equity Fund Class R2 | Pro | View |
| VSEAX JPMorgan Small Cap Equity Fund Class A | Pro | View |
| VSEIX JPMorgan Small Cap Equity Fund Class I | Pro | View |
| VSENX JPMorgan Small Cap Equity Fund Class R6 | Pro | View |
| GSCZX GuideStone Funds Small Cap Equity Fund Investor Class | Pro | View |
| GSCYX GuideStone Funds Small Cap Equity Fund Institutional Class | Pro | View |
| IJSAX VY JPMorgan Small Cap Core Equity Portfolio Advisor Class | Pro | View |
| IJSSX VY JPMorgan Small Cap Core Equity Portfolio Service | Pro | View |
| IJSTX VY JPMorgan Small Cap Core Equity Portfolio S2 | Pro | View |
| IJSIX VY JPMorgan Small Cap Core Equity Portfolio Initial | Pro | View |
| VPRSX VY JPMorgan Small Cap Core Equity Portfolio Class R6 | Pro | View |
| FSSLX Fidelity Series Small Cap Core Fund | Pro | View |
| FCAGX Fidelity Advisor Small Cap Growth Fund Class A | Pro | View |
| FCCGX Fidelity Advisor Small Cap Growth Fund Class C | Pro | View |
| FCIGX Fidelity Advisor Small Cap Growth Fund Class I | Pro | View |
| FCPGX Fidelity Advisor Small Cap Growth Fund | Pro | View |
| FCTGX Fidelity Advisor Small Cap Growth Fund Class M | Pro | View |
| FIDGX Fidelity Advisor Small Cap Growth Fund Class Z | Pro | View |
| FOCSX Fidelity Small Cap Growth K6 Fund Class K6 | Pro | View |
| ORSAX North Square Dynamic Small Cap Fund Class A | Pro | View |
| ORSIX North Square Dynamic Small Cap Fund Class I | Pro | View |
| FAFCX Fidelity Advisor Financials Fund Class C | Pro | View |
| FAFDX Fidelity Advisor Financials Fund Class A | Pro | View |
| FAFSX Fidelity Advisor Financials Fund Class M | Pro | View |
| FFSIX Fidelity Advisor Financials Fund Class I | Pro | View |
| FIKBX Fidelity Advisor Financials Fund Class Z | Pro | View |
| ACSG American Century Small Cap Growth Insights ETF | Pro | View |
| BEARX Federated Hermes Prudent Bear Fund Class A | Pro | View |
| JAEQX John Hancock Variable Insurance Trust Small Company Value Trust Series Nav | Pro | View |
| JAEPX John Hancock Variable Insurance Trust Small Company Value Trust Series I | Pro | View |
| JAERX John Hancock Variable Insurance Trust Small Company Value Trust Series 2 | Pro | View |
| PBRCX Federated Hermes Prudent Bear Fund Class C | Pro | View |
| PBRIX Federated Hermes Prudent Bear Fund Institutional Class | Pro | View |
| PASVX T. Rowe Price Small Cap Value Fund Advisor Class | Pro | View |
| PRSVX T. Rowe Price Small Cap Value Fund Investor Class | Pro | View |
| PRVIX T. Rowe Price Small Cap Value Fund, Inc Class I | Pro | View |
| TRZVX T. Rowe Price Small Cap Value Fund Z Class | Pro | View |
| SCIII BlackRock Advantage SMID Cap V.I. Fund Class III | Pro | View |
| SMCPI BlackRock Advantage SMID Cap V.I. Fund Class I | Pro | View |
| VTWG Vanguard Russell 2000 Growth ETF | Pro | View |
| IWO iShares Russell 2000 Growth ETF | Pro | View |
| VRTGX Vanguard Russell 2000 Growth Index Fund Insti Cl | Pro | View |
| AVSC Avantis US Small Cap Equity ETF | Pro | View |
| BXMDX Blackstone Alternative Multi-Strategy Fund Class D | Pro | View |
| BXMIX Blackstone Alternative Multi-Strategy Fund Class I | Pro | View |
| BXMYX Blackstone Alternative Multi-Strategy Fund Class Y | Pro | View |
| VTWO Vanguard Russell 2000 ETF | Pro | View |
| IWM iShares Russell 2000 ETF | Pro | View |
| RSSL Global X Russell 2000 ETF | Pro | View |
| AVSBX Avantis US Small Cap Equity Fund Class G | Pro | View |
| AVSCX Avantis US Small Cap Equity Fund Institutional Class | Pro | View |
| GMRIX Nationwide Small Cap Index Fund Class R6 | Pro | View |
| GMRAX Nationwide Small Cap Index Fund Class A | Pro | View |
| GMSRX Nationwide Small Cap Index Fund Class R | Pro | View |
| ITWO ProShares Russell 2000 High Income ETF | Pro | View |
| NSIDX Northern Small Cap Index Fund | Pro | View |
| NWXRX Nationwide Small Cap Index Fund Institutional Service Class | Pro | View |
| RB ProShares Russell 2000 Dynamic Buffer ETF | Pro | View |
| VRTIX Vanguard Russell 2000 Index Fund Institutional | Pro | View |
| BCAT BlackRock Capital Allocation Term Trust | Pro | View |
| SQLT iShares MSCI USA Small-Cap Quality Factor ETF | Pro | View |
| BDBKX iShares Russell 2000 Small Cap Index Fund Class K | Pro | View |
| BDBPX iShares Russell 2000 Small Cap Index Fund Class Investor P | Pro | View |
| MASKX iShares Russell 2000 Small Cap Index Fund Institutional Class | Pro | View |
| MDSKX iShares Russell 2000 Small Cap Index Fund Class A | Pro | View |
| VVAVX Venerable Small Cap Index Fund Class V | Pro | View |
| IWN iShares Russell 2000 Value ETF | Pro | View |
| URTY ProShares UltraPro Russell2000 | Pro | View |
| VTWV Vanguard Russell 2000 Value ETF | Pro | View |
| JDVAX JPMorgan Diversified Fund Class A | Pro | View |
| JDVCX JPMorgan Diversified Fund Class C | Pro | View |
| JDVSX JPMorgan Diversified Fund Class I | Pro | View |
| JDVZX JPMorgan Diversified Fund Class R6 | Pro | View |
| JPDVX JPMorgan Diversified Fund Class L | Pro | View |
| USMIX Victory Extended Market Index Fund Class Fund shares | Pro | View |
| VRTVX Vanguard Russell 2000 Value Index Fund Insti Cl | Pro | View |
| FNCL Fidelity MSCI Financials Index ETF | Pro | View |
| HDG ProShares Hedge Replication ETF | Pro | View |
| UWM ProShares Ultra Russell2000 | Pro | View |
| VFH Vanguard Financials ETF | Pro | View |
| ISCG iShares Morningstar Small-Cap Growth ETF | Pro | View |
| WSML iShares MSCI World Small-Cap ETF | Pro | View |
| FISVX Fidelity Small Cap Value Index Fund | Pro | View |
| FSSNX Fidelity Small Cap Index Fund | Pro | View |
| IIRSX Voya Russell Small Cap Index Portfolio Initial | Pro | View |
| IRCIX Voya Russell Small Cap Index Portfolio Class S2 | Pro | View |
| IRSIX Voya Russell Small Cap Index Portfolio Advisor Class | Pro | View |
| IRSSX Voya Russell Small Cap Index Portfolio Class S | Pro | View |
| JAEWX John Hancock Variable Insurance Trust Small Cap Index Trust Series Nav | Pro | View |
| JAJOX John Hancock Variable Insurance Trust Small Cap Index Trust Series II | Pro | View |
| JESIX John Hancock Variable Insurance Trust Small Cap Index Trust Series I | Pro | View |
| RYAKX Russell 2000 1.5x Strategy Fund Class A | Pro | View |
| RYCMX Russell 2000 1.5x Strategy Fund Class C | Pro | View |
| RYMKX Russell 2000 1.5x Strategy Fund Class H | Pro | View |
| SMXAX SEI Institutional Investments Trust - Extended Market Index Fund Class A | Pro | View |
| SWSSX Schwab Small-Cap Index Fund | Pro | View |
| TILT Northern Trust Morningstar US Market Factor Tilt ETF | Pro | View |
| TISBX Nuveen Small Cap Blend Index Fund Class R6 | Pro | View |
| TRCSX T Rowe Price Small-Cap Index Fund Institutional Class | Pro | View |
| TRBIX Nuveen Small Cap Blend Index Fund Retirement Class | Pro | View |
| TRHBX Nuveen Small Cap Blend Index Fund Class I | Pro | View |
| TRSYX T Rowe Price Small-Cap Index Fund | Pro | View |
| TRZIX T Rowe Price Small-Cap Index Fund Class Z | Pro | View |
| UAPIX ProFunds Ultra Small-Cap ProFund Investor Class | Pro | View |
| UAPSX ProFunds Ultra Small-Cap ProFund Service Class | Pro | View |
| VCSLX VALIC Company I Small Cap Index Fund | Pro | View |
| VEMPX Vanguard Extended Market Index Fund Institutional Plus Class | Pro | View |
| VFAIX Vanguard Financial Index Fund Admiral Shs | Pro | View |
| VEXAX Vanguard Extended Market Index Fund Admiral Shs | Pro | View |
| VEXMX Vanguard Extended Market Index Fund Investor Class | Pro | View |
| VIEIX Vanguard Extended Market Index Fund Institutional | Pro | View |
| MCLOX BlackRock Global Allocation Fund Investor C Class | Pro | View |
| BASIX BlackRock Strategic Income Opportunities Portfolio - Class A | Pro | View |
| BSIVX BlackRock Small Cap Index V.I. Fund Class I | Pro | View |
| BSIYX BlackRock Small Cap Index V.I. Fund Class III | Pro | View |
| BSMAX iShares Russell Small/Mid-Cap Index Fund Class Investor A | Pro | View |
| BSMKX iShares Russell Small/Mid-Cap Index Fund Class K | Pro | View |
| BSMIX iShares Russell Small/Mid-Cap Index Fund Institutional Class | Pro | View |
| BSIKX BlackRock Strategic Income Opportunities Portfolio - Class K | Pro | View |
| BSICX BlackRock Strategic Income Opportunities Portfolio - Class C | Pro | View |
| BSIIX BlackRock Strategic Income Opportunities Portfolio - Institutional | Pro | View |
| GLAII BlackRock Global Allocation V.I. Fund Class II | Pro | View |
| GLALI BlackRock Global Allocation V.I. Fund Class I | Pro | View |
| GAIII BlackRock Global Allocation V.I. Fund Class III | Pro | View |
| MALOX BlackRock Global Allocation Fund Inc Institutional class | Pro | View |
| MDLOX BlackRock Global Allocation Fund Investor A Class | Pro | View |
| MAWIX BlackRock Strategic Global Bond Fund Institutional | Pro | View |
| MDWIX BlackRock Strategic Global Bond Fund Investor A | Pro | View |
| MKLOX BlackRock Global Allocation Fund Class K | Pro | View |
| MHWIX BlackRock Strategic Global Bond Fund Investor C | Pro | View |
| MKWIX BlackRock Strategic Global Bond Fund Class K | Pro | View |
| MRLOX BlackRock Global Allocation Fund Inc Class R | Pro | View |
| AVUS Avantis US Equity ETF | Pro | View |
| IWV iShares Russell 3000 ETF | Pro | View |
| ONEQ Fidelity Nasdaq Composite Index ETF | Pro | View |
| VTHR Vanguard Russell 3000 ETF | Pro | View |
| VTI Vanguard Morningstar Total Stock Market ETF | Pro | View |
| VXF Vanguard Extended Market ETF | Pro | View |
| ITOT iShares Core S&P Total US Stock Market ETF | Pro | View |
| BRTR iShares Total Return Active ETF | Pro | View |
| BBGSX Bridge Builder Mid Cap Fund | Pro | View |
| BBVSX Bridge Builder Small Cap Fund | Pro | View |
| DSMZX Destinations Small-Mid Cap Equity Fund Class Z | Pro | View |
| DSMFX Destinations Small-Mid Cap Equity Fund Class I | Pro | View |
| FCTDX Strategic Advisers Fidelity US Total Stock Fund | Pro | View |
| FNCMX Fidelity NASDAQ Composite Index | Pro | View |
| FSAKX Strategic Advisers US Total Stock Fund | Pro | View |
| FSMAX Fidelity Extended Market Index Fund | Pro | View |
| GABAX The Gabelli Asset Fund | Pro | View |
| GABIX The Gabelli Asset Fund Class I | Pro | View |
| GATCX The Gabelli Asset Fund | Pro | View |
| GATAX The Gabelli Asset Fund | Pro | View |
| JAFEX John Hancock Variable Insurance Trust Total Stock Market Index Trust Series Nav | Pro | View |
| JAFFX John Hancock Variable Insurance Trust Total Stock Market Index Trust Series II | Pro | View |
| JETSX John Hancock Variable Insurance Trust Total Stock Market Index Trust Series I | Pro | View |
| PCSMX Principal SmallCap Growth Fund I Class R6 | Pro | View |
| PGRTX Principal SmallCap Growth Fund Institutional Class | Pro | View |
| PJARX Principal SmallCap Value Fund II Class R-3 | Pro | View |
| PLARX Principal SmallCap Value Fund II Class R-5 | Pro | View |
| PPNMX Principal SmallCap Growth Fund I Class R-3 | Pro | View |
| PPNPX Principal SmallCap Growth Fund I Class R-5 | Pro | View |
| PPVIX Principal SmallCap Value Fund Institutional Class | Pro | View |
| PSIJX Principal SmallCap Growth Fund I | Pro | View |
| PSMJX Principal SmallCap Value Fund II Class J | Pro | View |
| PSMVX Principal SmallCap Value Fund II Class R6 | Pro | View |
| RYRHX Russell 2000 Fund Class H | Pro | View |
| RYRRX Russell 2000 Fund Class A | Pro | View |
| RYROX Russell 2000 Fund Class C | Pro | View |
| RYRSX Russell 2000 2x Strategy Fund Class H | Pro | View |
| RYRLX Russell 2000 2x Strategy Fund Class C | Pro | View |
| RYRUX Russell 2000 2x Strategy Fund Class A | Pro | View |
| SLPIX Small-Cap ProFund | Pro | View |
| SLPSX Small-Cap ProFund Service Class | Pro | View |
| SSMHX State Street Small/Mid Cap Equity Index Portfolio | Pro | View |
| SSTTX State Street Total Return V.I.S. Fund CL 3 | Pro | View |
| SSTIX State Street Total Return V.I.S. Fund CL1 | Pro | View |
| SWTSX Schwab Total Stock Market Index Fund | Pro | View |
| VBAIX Vanguard Balanced Index Fund Institutional Plus | Pro | View |
| VBIAX Vanguard Balanced Index Fund admiral Class | Pro | View |
| VITNX Vanguard Morningstar Institutional Total Stock Market Index Fund Institutional Class | Pro | View |
| VITPX Vanguard Morningstar Institutional Total Stock Market Index Fund Institutional Plus Class | Pro | View |
| VITSX Vanguard Morningstar Total Stock Market Index Fund Institutional Class | Pro | View |
| VRTTX Vanguard Russell 3000 Index Fund Institutional | Pro | View |
| VSMPX Vanguard Morningstar Total Stock Market Index Fund Institutional Plus Class | Pro | View |
| VSTSX Vanguard Morningstar Total Stock Market Index Fund Select Shares | Pro | View |
| VTSAX Vanguard Morningstar Total Stock Market Index Fund Admiral Class | Pro | View |
| VTSMX Vanguard Morningstar Total Stock Market Index Fund Investor Class | Pro | View |
| VBINX Vanguard Balanced Index Fund | Pro | View |
| WFIVX Wilshire 5000 Index Fund Investment Class | Pro | View |
| WINDX Wilshire 5000 Index Fund Institutional Class | Pro | View |
| GAB Gabelli Equity Trust | Pro | View |
| GDV Gabelli Dividend & Income Trust | Pro | View |
| BASMX iShares Total US Stock Market Index Fund Class Investor A | Pro | View |
| BDVIX BlackRock Diversified Fixed Income Fund Institutional | Pro | View |
| BDVFX BlackRock Diversified Fixed Income Fund Class K | Pro | View |
| BITSX iShares Total US Stock Market Index Fund Institutional Class | Pro | View |
| BKTSX iShares Total US Stock Market Index Fund Class K | Pro | View |
| CBIII BlackRock Total Return V.I. Fund Class III Shares | Pro | View |
| CRBDI BlackRock Total Return V.I. Fund Class I Shares | Pro | View |
| MPHQX BlackRock Total Return Fund Class K | Pro | View |
| VMNFX Vanguard Market Neutral Fund Investor Shs | Pro | View |
| VMNIX Vanguard Market Neutral Fund Insti Shs | Pro | View |
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