WCMGX Mutual Fund

WCMGX Mutual Fund

NAV$36.78
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Showing the top 10 of 39 holdings · as of Jun 30, 2026
Top 10 weight
42.84%
WCMGX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Tsmc
6.02%		6.0%1,322,000$100.01M--
2—Sk Square Co., Ltd.
5.54%		11.6%84,011$92.02M--
3—Siemens Energy Ag
5.48%		17.0%480,572$91.04M--
4—Seagate Technology Unlimited Co
4.35%		21.4%74,976$72.35M--
5
GLW
Corning Inc.Materials · Chemicals
4.14%		25.5%269,284$68.78MMaterialsChemicals
6
RR.
Rolls-Royce Hol..Industrials · Aerospace & Defense
4.12%		29.7%3,572,420$68.45MIndustrialsAerospace & Defense
7
APP
AppLovin Corp. Com Cl AInfo Tech · Software
4.10%		33.8%132,229$68.13MInfo TechSoftware
8
AMZN
Amazon.com IncConsumer Disc. · Internet
3.68%		37.4%256,929$61.24MConsumer Disc.Internet
9—Western Digital Corp Company Guar 11/28 3Info Tech · Tech Hardware
2.79%		40.2%72,533$46.33MInfo TechTech Hardware
10
ILMN
Illumina, Inc.Health Care · Life Sciences Tools
2.62%		42.8%247,401$43.50MHealth CareLife Sciences Tools
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Themes in the top 10
SemiconductorsNetworking InfrastructureConnectors & InterconnectsManufacturingDigital AdvertisingData & AnalyticsCloud ComputingArtificial IntelligenceInternet & DigitalPaymentsSupply ChainBiotechnologyBiotechnology ToolsLife Sciences Tools

WCMGX Mutual Fund Top Holdings

WCMGX holdings top 10 positions. The top 10 holdings account for 42.8% of the fund, led by Tsmc at 6.0%, Sk Square Co., Ltd. at 5.5%, Siemens Energy Ag at 5.5%.

WCMGX portfolio concentration is moderate, with the top 10 representing 42.8% of total assets. The largest sector exposure is Information Technology at 13.2%.

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