WHGIX Mutual Fund

WHGIX Mutual Fund

NAV$13.50
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Showing the top 10 of 158 holdings · as of Apr 30, 2026
Top 10 weight
15.79%
WHGIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Alphabet Inc.Class AComm. Services · Interactive Media
2.50%		2.5%38,919$14.98MComm. ServicesInteractive Media
2
NVDA
Nvidia Corp.Info Tech · Semiconductors
2.00%		4.5%59,954$11.97MInfo TechSemiconductors
Sector and industry · Pro
3
YLDW
Westwood Enhanced Income Opportunity Etf Usd Class
1.81%		6.3%429,307$10.85M
4
GILD
Gilead Sciences
1.74%		8.1%79,859$10.45M
5DebtMicrosoft Corp
1.48%		9.5%21,700$8.85M
6
WFC
Wells Fargo & Co.
1.32%		10.9%96,053$7.90M
7—Barrick Gold Corp ., January 2025, $23 .50 Cad
1.27%		12.1%192,831$7.59M
8
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
1.24%		13.4%125,047$7.41M
9
JNJ
Johnson & Johnson -
1.24%		14.6%32,252$7.41M
10
JPM
JPMorgan Chase
1.19%		15.8%22,704$7.11M
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Themes in the top 10
Artificial IntelligenceCloud ComputingInternet & DigitalDigital AdvertisingData & AnalyticsSemiconductorsNetworking InfrastructurePharmaceuticalsImmunologyOncologyBiotechnologyCybersecurityGlobal BankingLending & CreditPayments

WHGIX Mutual Fund Top Holdings

WHGIX holdings top 10 positions. The top 10 holdings account for 15.8% of the fund, led by Alphabet Inc.Class A at 2.5%, Nvidia Corp. at 2.0%, Westwood Enhanced Income Opportunity Etf Usd Class at 1.8%.

WHGIX portfolio concentration is well-diversified, with the top 10 representing 15.8% of total assets. The largest sector exposure is Financials at 34.5%.

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