WDIIX Mutual Fund

WDIIX Mutual Fund

NAV$17.25
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Showing the top 10 of 46 holdings · as of Aug 31, 2026
Top 10 weight
37.70%
WDIIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
JPM
JPMorgan ChaseFinancials · Banks
5.64%		5.6%15,430$5.49MFinancialsBanks
2—Bank of America Corp.:Financials · Banks
4.74%		10.4%74,585$4.62MFinancialsBanks
Sector and industry · Pro
3
MS
Morgan Stanley
4.05%		14.4%18,498$3.95M
4
CSCO
Cisco Systems Inc.
3.84%		18.3%33,859$3.74M
5
JNJ
Johnson & Johnson -
3.52%		21.8%12,907$3.43M
6
JCI
Johnson Controls International Plc
3.45%		25.2%24,288$3.36M
7
AVGO
Broadcom Inc
3.36%		28.6%8,832$3.27M
8
VZ
Verizon Communic
3.26%		31.9%63,494$3.18M
9
VLO
Valero
3.11%		35.0%8,454$3.03M
10
CVX
Chevron Corp
2.73%		37.7%12,907$2.66M
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Themes in the top 10
Global BankingAsset ManagementDigital BankingMarket InfrastructureInvestment Technology5G InfrastructureNetworking InfrastructureBroadband ServicesConnectors & InterconnectsInternet & DigitalDerivatives TradingCybersecurityCloud ComputingData & AnalyticsArtificial Intelligence

WDIIX Mutual Fund Top Holdings

WDIIX holdings top 10 positions. The top 10 holdings account for 37.7% of the fund, led by Jpmorgan Chase at 5.6%, Bank of America Corp.: Financials at 4.7%, Morgan Stanley at 4.0%.

WDIIX portfolio concentration is moderate, with the top 10 representing 37.7% of total assets. The largest sector exposure is Financials at 22.6%.

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