WIBMX Mutual Fund

WIBMX Mutual Fund

NAV$8.61
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Showing the top 10 of 428 holdings · as of Jan 30, 2026
Top 10 weight
13.12%
WIBMX top 10 holdings, by weight
#TickerNameWeightCumulativeMkt valueSectorIndustry
1DebtU.S. Treasury Note, 3.125%, Due 08/31/2027Financials · Banks
1.98%		2.0%$13.91MFinancialsBanks
2DebtUs Treasury N/B 02/29 5.25Utilities · Power & Renewables
1.86%		3.8%$13.08MUtilitiesPower & Renewables
Sector and industry · Pro
3DebtUnited States Treasury Note/Bond
1.43%		5.3%$10.09M
4DebtUs Treas Nts
1.28%		6.5%$9.04M
5DebtUnited States Treasury Note
1.20%		7.8%$8.42M
6DebtUs Treasury N/B 03/32 4.125
1.17%		8.9%$8.22M
7—Fannie Mae Pool
1.13%		10.1%$7.96M
8DebtTreasury Note (Otr) 1.38% Oct 31, 2028
1.07%		11.1%$7.54M
9DebtUnited States Treasuryu.S. Treasury Notes
1.01%		12.1%$7.13M
10—Freddie Mac Pool 1 2036-10-01
0.99%		13.1%$6.95M
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Themes in the top 10
Interest RatesGlobal BankingMarket InfrastructureCurrencyInflation ProtectionGovernance & EthicsInfrastructureAsset ManagementDerivatives TradingInvestment Technology

WIBMX Mutual Fund Top Holdings

WIBMX holdings top 10 positions. The top 10 holdings account for 13.1% of the fund, led by U.S. Treasury Note, 3.125%, Due 08/31/2027 at 2.0%, Us Treasury N/B 02/29 5.25 at 1.9%, United States Treasury Note/Bond 4 02/29/2028 at 1.4%.

WIBMX portfolio concentration is well-diversified, with the top 10 representing 13.1% of total assets. The largest sector exposure is Financials at 53.4%.

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