WNYIX Mutual Fund

WNYIX Mutual Fund

NAV$9.87

Fund Essentials - as of Jan 30, 2026

Net Assets
$37M
Expense Ratio
0.56%
Dividend Yield (Current)
2.15%
Holdings
58
Inception Date
Aug 18, 2003
Fund Family
Wilmington Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.88%
1 Year+4.69%
3 Year+2.91%
5 Year+0.57%
10 Year+1.23%

Asset Allocation

Stocks: 2.05%
Bonds: 97.05%
Cash: 0.90%

Top Holdings

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TickerNameWeight
-Trust For Cultural Resources Of The City Of New York (the)3.88%
NY MTATRN 5 11/15/20Metropolitan Transn Auth N Y R 5% Nov 15, 20293.75%
NY LBTDEV 5.25 10/01New York Liberty Development Corp 5.25 10/01/20353.01%
NY NYSHGR 5 07/01/20New York St Dorm Auth Revenues Nyshgr 07/33 Fixed 52.92%
-New York State Dormitory Authority2.71%
Top 10 Concentration: 29.08%Report Date: Jan 30, 2026
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Dividend Summary

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Dividend Yield (Current)
2.15%
Frequency
Monthly
Latest Distribution
$0.01
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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WNYIX Mutual Fund Overview

WNYIX Mutual Fund (Wilmington New York Municipal Bond Fund Class I) is managed by Wilmington Funds with $36.7M in net assets. WNYIX expense ratio is 0.56%, holding 58 positions across sectors including Financials, Industrials, Utilities. Inception date: 2003-08-18.

WNYIX performance shows a YTD return of 0.88%. The 1-year return is 4.69% and the 5-year return is 0.57%. WNYIX dividend yield stands at 2.15%, paid monthly.

WNYIX top holdings include Trust For Cultural Resources Of The City Of New York (the) (3.9%), Metropolitan Transn Auth N Y R 5% Nov 15, 2029 (3.8%), New York Liberty Development Corp 5.25 10/01/2035 (3.0%), New York St Dorm Auth Revenues Nyshgr 07/33 Fixed 5 (2.9%), New York State Dormitory Authority (2.7%). Go to all WNYIX holdings, WNYIX sectors, or WNYIX dividends.

WNYIX can be compared against other funds. Use WNYIX overlap to find shared positions, or WNYIX vs another fund for a side-by-side view. WNYIX alternatives are available via the screener, along with tax-loss harvesting opportunities.