WILTX Mutual Fund Analysis & Holdings | MarketXLS

WILTX Mutual Fund

NAV$8.77

AUM$44M

TER0.70%

Holdings65

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WILTX Mutual Fund

NAV$8.77

Segall Bryant & Hamill Quality High Yield Fund Institutional Class

AUM$44M

TER0.70%

Holdings65

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

WILTX Mutual Fund Overlap Analysis

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

WILTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, WILTX may share significant positions with broad-market funds.

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