WSEFX Mutual Fund

NAV$41.26

AUM$227M

TER0.95%

Holdings49

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WSEFX Mutual Fund

NAV$41.26

Boston Trust Walden Equity Fund

AUM$227M

TER0.95%

Holdings49

See how much of WSEFX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Showing top 49 of 49 holdings · as of Mar 31, 2026

WSEFX holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value	Share chg	Sector	Industry
1	AAPL	Apple, IncInfo Tech · Tech Hardware	9.81%	9.8%	76,845	$19.50M	-11.4K	Info Tech	Tech Hardware
2	MSFT	Microsoft CorpInfo Tech · Software	8.16%	18.0%	43,795	$16.21M	-917	Info Tech	Software
Share changes, sector and industry · Pro
3	GOOG	Alphabet Inc. C	6.55%	24.5%	45,390	$13.02M
4	JPM	JPMorgan Chase	4.95%	29.5%	33,415	$9.83M
5	AMAT	Applied Materials, Inc.	3.95%	33.4%	22,970	$7.85M
6	V	Visa Inc Class A	3.93%	37.4%	25,875	$7.82M
7	NVDA	Nvidia Corp.	3.88%	41.2%	44,245	$7.72M
8	—	Alphabet Inc	3.27%	44.5%	22,585	$6.49M
9	JNJ	Johnson & Johnson -	2.91%	47.4%	23,660	$5.78M
10	DE	Deere & Co Sedol 2261203	2.80%	50.2%	9,895	$5.57M
11	COP	Conocophillips	2.77%	53.0%	41,690	$5.50M
12	CSCO	Cisco Systems Inc.	2.71%	55.7%	69,370	$5.38M
13	CB	Chubb Ltd.	2.57%	58.3%	15,670	$5.11M
14	—	Stryker Corp 3.375 11/25	2.32%	60.6%	14,045	$4.62M
15	HUBB	Hubbell Inc	2.26%	62.8%	9,145	$4.49M
16	KLAC	KLA Corp	2.06%	64.9%	2,785	$4.10M
17	—	Autozone Inc Snr S* Ice	1.99%	66.9%	1,170	$3.95M
18	UNP	Union Pacific Corp	1.96%	68.8%	16,085	$3.90M
19	ROST	Ross Stores, Inc.	1.91%	70.8%	17,530	$3.80M
20	—	Accenture Plc-Cl A	1.87%	72.6%	18,725	$3.71M
21	PEP	Pepsico Inc.	1.83%	74.5%	23,405	$3.63M
22	MRK	Merck & Company Inc	1.70%	76.2%	28,060	$3.38M
23	COST	Costco Wholesale Corp.	1.45%	77.6%	2,895	$2.88M
24	BKNG	Booking Holdings, Inc.	1.43%	79.0%	675	$2.84M
25	AXP	American Express Co.	1.39%	80.4%	9,135	$2.76M
26	UNH	Unitedhealth Group Inc	1.39%	81.8%	10,200	$2.76M
27	ADP	Automatic Data Processing, Inc.	1.38%	83.2%	13,455	$2.73M
28	ADI	Analog Devices, Inc.	1.26%	84.5%	7,890	$2.51M
29	DCI	Donaldson Co Inc	1.20%	85.7%	28,075	$2.38M
30	GWW	Ww Grainger Inc.	1.16%	86.8%	2,120	$2.31M
31	—	Te Connectivity Limited	1.16%	88.0%	10,985	$2.30M
32	MMC	Marsh & Mclennan Cos Inc	1.12%	89.1%	12,880	$2.23M
33	WAT	Waters Corp.	1.09%	90.2%	7,284	$2.17M
34	Debt	Northern Institutional Treasury Portfolio	1.07%	91.3%	2,130,885	$2.13M
35	LOW	Lowes Cos., Inc.	0.96%	92.2%	8,095	$1.91M
36	—	Comcast Corp-Class A Cmcsa	0.87%	93.1%	59,940	$1.72M
37	ES	Eversource Energ	0.87%	94.0%	25,100	$1.74M
38	UPS	United Parcel Service, Inc	0.87%	94.8%	17,540	$1.73M
39	ATR	Aptargroup Inc	0.80%	95.6%	12,595	$1.59M
40	NKE	Nike Inc	0.68%	96.3%	25,425	$1.34M
41	APD	Air Products & Chemicals Inc.	0.67%	97.0%	4,550	$1.32M
42	TROW	T Rowe Price Grp	0.53%	97.5%	11,675	$1.05M
43	MCD	Mcdonald'S Corp	0.49%	98.0%	3,125	$971.2K
44	SYY	Sysco Corp.	0.49%	98.5%	13,525	$964.7K
45	HSY	Hershey Co.	0.48%	99.0%	4,625	$961.5K
46	BDX	Becton Dickinson and Co.	0.42%	99.4%	5,340	$839.6K
47	DHR	Danaher Corp	0.34%	99.7%	3,570	$676.9K
48	A	Agilent Technologies Inc	0.16%	99.9%	2,770	$315.7K
49	—	Adobe Systems	0.14%	100.0%	1,110	$269.8K

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WSEFX Mutual Fund All Holdings

WSEFX holdings total 49 positions. The top 10 holdings account for 50.2% of the fund, led by Apple, Inc at 9.8%, Microsoft Corp at 8.2%, Alphabet Inc. C at 6.5%.

WSEFX portfolio concentration is relatively high, with the top 10 representing 50.2% of total assets. The largest sector exposure is Information Technology at 37.4%.

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