WSEFX Mutual Fund

WSEFX Mutual Fund

NAV$41.26
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Showing the top 10 of 61 holdings · as of Jul 31, 2026
Top 10 weight
51.41%
WSEFX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
AAPL
Apple, IncInfo Tech · Tech Hardware
9.35%		9.3%69,395$21.44MInfo TechTech Hardware
2DebtMicrosoft CorpInfo Tech · Software
8.51%		17.9%41,970$19.50MInfo TechSoftware
Sector and industry · Pro
3
GOOG
Alphabet Inc. C
6.91%		24.8%44,390$15.83M
4
JPM
JPMorgan Chase
4.97%		29.7%32,390$11.39M
5
AMAT
Applied Materials, Inc.
4.72%		34.5%21,295$10.81M
6
V
Visa Inc Class A
4.00%		38.5%25,075$9.18M
7
NVDA
Nvidia Corp.
3.95%		42.4%45,070$9.05M
8—Alphabet Inc.Class A
3.34%		45.8%21,485$7.65M
9
CSCO
Cisco Systems Inc.
3.10%		48.9%61,245$7.10M
10
JNJ
Johnson & Johnson -
2.56%		51.4%22,910$5.87M
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Themes in the top 10
Artificial IntelligenceSemiconductorsInternet & DigitalCybersecurityData & AnalyticsCloud ComputingNetworking InfrastructureDigital AdvertisingGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyManufacturingPayments

WSEFX Mutual Fund Top Holdings

WSEFX holdings top 10 positions. The top 10 holdings account for 51.4% of the fund, led by Apple, Inc at 9.3%, Microsoft Corp 4.100 Feb 06 37 at 8.5%, Alphabet Inc. C at 6.9%.

WSEFX portfolio concentration is relatively high, with the top 10 representing 51.4% of total assets. The largest sector exposure is Information Technology at 39.4%.

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