WDSAX Mutual Fund Analysis & Holdings | MarketXLS

WDSAX Mutual Fund

NAV$19.13

AUM$4M

TER0.91%

Holdings372

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WDSAX Mutual Fund

NAV$19.13

Allspring Disciplined Small Cap Fund Class A

AUM$4M

TER0.91%

Holdings372

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare WDSAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings WDSAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WDSAX Mutual Fund Overlap Analysis

WDSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

WDSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 372 holdings, WDSAX may share significant positions with broad-market funds.

WDSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WDSAX tax-loss harvesting finds highly correlated but non-identical funds.