WSTAX Mutual Fund

NAV$75.85

AUM$4.3B

TER1.16%

Holdings38

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WSTAX Mutual Fund

NAV$75.85

Nomura Science and Technology Fund Class A

AUM$4.3B

TER1.16%

Holdings38

See how much of WSTAX 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

Holdings Overlap Analysis

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

WSTAX Mutual Fund Overlap Analysis

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

WSTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, WSTAX may share significant positions with broad-market funds.

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