WDIIX Mutual Fund

WDIIX Mutual Fund

NAV$17.24
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Showing the top 10 of 52 holdings · as of Apr 30, 2026
Top 10 weight
36.89%
WDIIX 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
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Themes in the top 10
Global BankingAsset ManagementDigital BankingMarket InfrastructureInvestment Technology5G InfrastructureNetworking InfrastructureBroadband ServicesConnectors & InterconnectsInternet & DigitalSemiconductorsCloud ComputingDerivatives TradingCybersecurityData & Analytics

WDIIX Mutual Fund Top Holdings

WDIIX 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%.

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

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