WDIAX Mutual Fund

WDIAX Mutual Fund

NAV$17.13
See how much of WDIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 52 holdings · as of Apr 30, 2026
Top 10 weight
36.89%
WDIAX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
JPM
JPMorgan ChaseFinancials · Banks
5.35%		5.3%15,990$5.01MFinancialsBanks
2—Bank of America Corp.:Financials · Banks
4.30%		9.6%75,240$4.02MFinancialsBanks
Sector and industry · Pro
3
AVGO
Broadcom Inc
3.97%		13.6%8,910$3.72M
4
JCI
Johnson Controls International Plc
3.82%		17.4%24,500$3.58M
5
MS
Morgan Stanley
3.80%		21.2%18,660$3.56M
6
CSCO
Cisco Systems Inc.
3.34%		24.6%34,155$3.13M
7
VZ
Verizon Communic
3.29%		27.9%64,050$3.08M
8
JNJ
Johnson & Johnson -
3.20%		31.1%13,020$2.99M
9
TXN
Texas Instrument Inc
2.99%		34.1%9,950$2.80M
10
VLO
Valero
2.83%		36.9%10,495$2.65M
More holdings · Pro
FundXLS Pro
See the other 42 holdings of WDIAX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
Themes in the top 10
Global BankingAsset ManagementDigital BankingMarket InfrastructureInvestment Technology5G InfrastructureNetworking InfrastructureBroadband ServicesConnectors & InterconnectsInternet & DigitalSemiconductorsCloud ComputingDerivatives TradingCybersecurityData & Analytics

WDIAX Mutual Fund Top Holdings

WDIAX holdings top 10 positions. The top 10 holdings account for 36.9% of the fund, led by Jpmorgan Chase at 5.3%, Bank of America Corp.: Financials at 4.3%, Broadcom Inc at 4.0%.

WDIAX portfolio concentration is moderate, with the top 10 representing 36.9% of total assets. The largest sector exposure is Financials at 21.5%.

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