WCERX Mutual Fund

WCERX Mutual Fund

NAV$10.30
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Showing the top 10 of 596 holdings · as of Jun 30, 2026
Top 10 weight
36.31%
WCERX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
EDR
Endeavor
9.09%		9.1%389,302$11.79M--
2DebtGoldman Sachs Financial Square Funds - Treasury Instruments Fund
5.95%		15.0%7,711,324$7.71M--
3—A R C Resources Ltd.Energy · Oil & Gas
3.49%		18.5%215,697$4.53MEnergyOil & Gas
4
UNF
UniFirst CorpIndustrials · Commercial Services
3.37%		21.9%16,547$4.38MIndustrialsCommercial Services
5DebtMauser Packagin
3.30%		25.2%-$4.27M--
6—Aptiv Holdings Ltd
2.57%		27.8%54,200$3.33M--
7—Barrick Mining CorpMaterials · Metals & Mining
2.47%		30.2%87,231$3.20MMaterialsMetals & Mining
8—Getty Images Inc Sr Secured 144A 02/30 11.25Comm. Services · Media
2.06%		32.3%-$2.67MComm. ServicesMedia
9
BLD
Topbuild CorpIndustrials · Building Products
2.02%		34.3%6,147$2.62MIndustrialsBuilding Products
10—Organon Finance 1 LlcHealth Care · Pharmaceuticals
1.99%		36.3%-$2.58MHealth CarePharmaceuticals
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Themes in the top 10
InsurTechRegulatory TechnologyInvestment TechnologyChanging WorkManufacturingSupply ChainSustainable MaterialsHealth & WellnessCritical MineralsContent DistributionDigital AdvertisingInternet & DigitalConstruction TechInfrastructurePharmaceuticals

WCERX Mutual Fund Top Holdings

WCERX holdings top 10 positions. The top 10 holdings account for 36.3% of the fund, led by Endeavor Energy at 9.1%, Goldman Sachs Financial Square Funds - Treasury Instruments Fund at 6.0%, A R C Resources Ltd. at 3.5%.

WCERX portfolio concentration is moderate, with the top 10 representing 36.3% of total assets. The largest sector exposure is Industrials at 7.5%.

WCERX sectors provide a detailed breakdown. WCERX overlap shows how holdings compare to other funds in your portfolio.