WHGLX Mutual Fund

WHGLX Mutual Fund

NAV$13.24
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Showing the top 10 of 52 holdings · as of Sep 30, 2026
Top 10 weight
34.26%
WHGLX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AMZN
Amazon.com IncConsumer Disc. · Internet
6.17%		6.2%18,349$4.57MConsumer Disc.Internet
2
MSFT
Microsoft CorpInfo Tech · Software
5.36%		11.5%7,755$3.98MInfo TechSoftware
Share changes, sector and industry · Pro
3
AAPL
Apple Inc
5.11%		16.6%11,383$3.79M
4—Thermo Fisher
2.85%		19.5%3,128$2.11M
5
META
Meta Platforms Inc
2.83%		22.3%2,889$2.10M
6
GOOGL
Alphabet Inc
2.68%		25.0%5,766$1.98M
7
WFC
Wells Fargo & Co.
2.47%		27.5%22,854$1.83M
8
JPM
JPMorgan Chase
2.44%		29.9%5,469$1.81M
9—ExxonMobil Holdings Corp Common Stock Usd
2.18%		32.1%9,916$1.61M
10
MRK
Merck & Company Inc
2.17%		34.3%11,074$1.61M
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Themes in the top 10
Cloud ComputingArtificial IntelligenceInternet & DigitalDigital AdvertisingPaymentsCybersecurityData & AnalyticsNetworking InfrastructureSemiconductorsLife Sciences ToolsBiotechnologyMedical DevicesBiotechnology ToolsEmerging TechMillennials & Gen Z

WHGLX Mutual Fund Top Holdings

WHGLX holdings top 10 positions. The top 10 holdings account for 34.3% of the fund, led by Amazon.Com Inc at 6.2%, Microsoft Corp at 5.4%, Apple Inc at 5.1%.

WHGLX portfolio concentration is moderate, with the top 10 representing 34.3% of total assets. The largest sector exposure is Information Technology at 22.7%.

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