WIGTX Mutual Fund Analysis & Holdings | MarketXLS

WIGTX Mutual Fund

NAV$11.77

AUM$2M

TER1.61%

Holdings62

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WIGTX Mutual Fund

NAV$11.77

Seven Canyons World Innovators Fund Institutional Class

AUM$2M

TER1.61%

Holdings62

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 WIGTX 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 WIGTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WIGTX Mutual Fund Overlap Analysis

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

WIGTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, WIGTX may share significant positions with broad-market funds.

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