WISIX Mutual Fund Analysis & Holdings | MarketXLS

WISIX Mutual Fund

NAV$15.25

AUM$154M

TER1.10%

Holdings140

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WISIX Mutual Fund

NAV$15.25

William Blair International Small Cap Growth Fund Class I

AUM$154M

TER1.10%

Holdings140

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

WISIX Mutual Fund Overlap Analysis

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

WISIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 140 holdings, WISIX may share significant positions with broad-market funds.

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