WHGAX Mutual Fund

WHGAX Mutual Fund

NAV$20.43
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Showing the top 10 of 65 holdings · as of Sep 30, 2026
Top 10 weight
21.22%
WHGAX top 10 holdings, by weight
#TickerNameWeightCumulativeSectorIndustry
1
BELFB
Bel Fuse IncInfo Tech · Electronic Equipment
2.18%		2.2%Info TechElectronic Equipment
2
ATMU
Atmus Filtration Technologies IncIndustrials · Machinery
2.17%		4.3%IndustrialsMachinery
Sector and industry · Pro
3
SXI
Standex International Corp
2.15%		6.5%
4—Mdu Resources
2.13%		8.6%
5
SFNC
Simmons First National Corp., Class A
2.12%		10.8%
6
UE
Urban Edge Properties Reit Usd 0.01
2.11%		12.9%
7
OFC
Corporate Office Properties Trust
2.10%		15.0%
8
YETI
Yeti Holdings Inc
2.10%		17.1%
9
CURB
Curbline Properties Corp
2.08%		19.1%
10
FBNC
First Bancorp/southern Pines Nc
2.08%		21.2%
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Themes in the top 10
Connectors & InterconnectsSemiconductorsNetworking InfrastructureManufacturingSupply ChainRobotics & AutomationEmerging TechSustainable MaterialsInfrastructureEnergy SecurityClean EnergyEnergy TransitionLending & CreditDigital BankingGlobal Banking

WHGAX Mutual Fund Top Holdings

WHGAX holdings top 10 positions. The top 10 holdings account for 21.2% of the fund, led by Bel Fuse Inc at 2.2%, Atmus Filtration Technologies Inc at 2.2%, Standex International Corp at 2.1%.

WHGAX portfolio concentration is well-diversified, with the top 10 representing 21.2% of total assets. The largest sector exposure is Financials at 20.4%.

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