WSEFX Mutual Fund

NAV$40.91

AUM$228M

TER0.95%

Holdings57

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WSEFX Mutual Fund

NAV$40.91

Boston Trust Walden Equity Fund

AUM$228M

TER0.95%

Holdings57

See how much of WSEFX you already own

Just $25 once·$99/mo·Download sample

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Showing top 50 of 57 holdings · as of Aug 31, 2026

WSEFX holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value	Sector	Industry
1	AAPL	Apple IncInfo Tech · Tech Hardware	9.51%	9.5%	69,395	$21.99M	Info Tech	Tech Hardware
2	MSFT	Microsoft CorpInfo Tech · Software	9.21%	18.7%	41,970	$21.29M	Info Tech	Software
Sector and industry · Pro
3	GOOG	Alphabet Inc. C	6.44%	25.2%	44,390	$14.89M
4	JPM	JPMorgan Chase	4.99%	30.1%	32,390	$11.53M
5	NVDA	Nvidia Corp	4.31%	34.5%	45,070	$9.95M
6	AMAT	Applied Material	4.22%	38.7%	21,295	$9.76M
7	V	Visa Inc Class A	4.12%	42.8%	25,075	$9.51M
8	GOOGL	Alphabet Inc	3.15%	45.9%	21,485	$7.29M
9	CSCO	Cisco Systems Inc.	2.93%	48.9%	61,245	$6.77M
10	DE	Deere & Co Sedol 2261203	2.73%	51.6%	9,620	$6.30M
11	JNJ	Johnson & Johnson -	2.64%	54.2%	22,910	$6.09M
12	COP	Conocophillips	2.39%	56.6%	41,615	$5.51M
13	CB	Chubb Ltd.	2.23%	58.9%	15,220	$5.15M
14	KLAC	KLA Corp.	2.08%	60.9%	27,350	$4.80M
15	UNP	Union Pacific Corp	2.03%	63.0%	15,585	$4.69M
16	SYK	Stryker Corp	1.91%	64.9%	13,620	$4.41M
17	HUBB	Hubbell Inc. Class B	1.74%	66.6%	8,870	$4.02M
18	MRK	Merck & Company Inc	1.74%	68.4%	27,185	$4.02M
19	ROST	Ross Stores, Inc.	1.69%	70.1%	17,080	$3.90M
20	UNH	Unitedhealth Group Inc	1.67%	71.7%	9,900	$3.86M
21	ADP	Automatic Data Processing, Inc.	1.61%	73.3%	13,030	$3.73M
22	—	Accenture PLC Cl A	1.49%	74.8%	18,125	$3.44M
23	AZO	Autozone Inc	1.48%	76.3%	1,145	$3.42M
24	BKNG	Booking Holdings, Inc.	1.41%	77.7%	16,350	$3.26M
25	PEP	Pepsico Inc	1.38%	79.1%	22,655	$3.18M
26	AXP	American Express Co.	1.28%	80.4%	8,960	$2.96M
27	WAT	Waters Corp.	1.27%	81.6%	7,059	$2.93M
28	ADI	Analog Devices	1.19%	82.8%	7,615	$2.76M
29	GWW	Ww Grainger Inc.	1.19%	84.0%	2,095	$2.74M
30	COST	Costco Wholesale Corp.	1.15%	85.2%	2,820	$2.66M
31	DCI	Donaldson Co Inc	1.07%	86.2%	27,200	$2.47M
32	WTRG	Essential Utilities Inc -	1.04%	87.3%	58,450	$2.41M
33	MMC	Marsh & Mclennan Cos Inc	1.03%	88.3%	12,505	$2.37M
34	MS	Morgan Stanley	0.99%	89.3%	10,700	$2.28M
35	NFLX	Netflix Inc	0.98%	90.3%	28,000	$2.27M
36	—	Te Connectivity Limited	0.95%	91.2%	10,685	$2.19M
37	A	Agilent Technologies Inc	0.79%	92.0%	11,945	$1.83M
38	UPS	United Parcel Service Inc	0.77%	92.8%	16,990	$1.77M
39	ES	Eversource Energ	0.74%	93.5%	24,350	$1.71M
40	ATR	Aptargroup Inc	0.70%	94.2%	12,220	$1.61M
41	—	Eaton Corporation Plc	0.70%	94.9%	4,000	$1.61M
42	LOW	Lowes Cos., Inc.	0.69%	95.6%	7,820	$1.60M
43	Debt	Northern Institutional Treasury Portfolio	0.69%	96.3%	1,586,970	$1.59M
44	APD	Air Products & Chemicals Inc.	0.59%	96.9%	4,400	$1.36M
45	TROW	T Rowe Price Grp	0.55%	97.5%	11,350	$1.26M
46	HSY	The Hershey Co	0.49%	97.9%	6,425	$1.13M
47	SYY	Sysco Corp	0.46%	98.4%	13,075	$1.06M
48	BDX	Becton Dickinson and Co.	0.42%	98.8%	5,165	$971.6K
49	NKE	Nike Inc	0.42%	99.2%	24,650	$962.8K
50	MCD	Mcdonald'S Corp	0.35%	99.6%	3,050	$803.8K
More holdings · Pro

Not reported for this fund: share changes.

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WSEFX Mutual Fund All Holdings

WSEFX holdings total 57 positions. The top 10 holdings account for 51.6% of the fund, led by Apple Inc at 9.5%, Microsoft Corp at 9.2%, Alphabet Inc. C at 6.4%.

WSEFX portfolio concentration is relatively high, with the top 10 representing 51.6% of total assets. The largest sector exposure is Information Technology at 40.1%.

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