WTABX Mutual Fund

WTABX Mutual Fund

NAV$12.29
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Showing top 50 of 173 holdings · as of Jan 30, 2026
WTABX holdings, by weight
#TickerNameWeightCumulativeMkt valueSectorIndustry
1Salt Lake Cnty Ut Hosp Revenue Slkmed 02/33 Fixed Oid 5.125Industrials · Construction
1.41%
1.4%$5.23MIndustrialsConstruction
2North Carolina Municipal Power Agency No. 1
1.25%
2.7%$4.62M--
Sector and industry · Pro
3DebtGasctf
1.21%
3.9%$4.49M
4Gainesville & Hall Cnty Ga Hosp Auth 5% 2034-10-15
1.19%
5.1%$4.42M
5DebtKentucky Public Energy Authority
1.09%
6.2%$4.06M
6Central Puget Sound Regional Transit Authority, Washington, Sales Tax and Motor Vehicle Excise Tax Bonds, Series 1999
1.08%
7.2%$4.02M
7Cleveland-Cuyahoga County Port Authority
1.08%
8.3%$4.02M
8State Of Texas 5 2029-08-01
1.08%
9.4%$4.03M
9Black Belt Energy Gas Dist Al Bbeutl 12/55 Adjustable Var
1.01%
10.4%$3.76M
10Prosper Independent School District
1.01%
11.4%$3.73M
11City of Mesa, Arizona, Utility System Revenue Bonds, Series 2022C
0.96%
12.4%$3.56M
12DebtTexas Private Activity Bond Surface Transportation Corp. (nte Mobility Partners Llc - North Tarrant Express Managed Lanes), Series 2019 A, Ref. Rb
0.95%
13.3%$3.52M
13Canadian County Educational Facilities Authority
0.94%
14.3%$3.49M
14DebtEnergy Norwthwest Wa Elec Rev Energy Nw/Wpps
0.93%
15.2%$3.44M
15Central Texas Turnpike System Series 2024-C 5.00%, 08/15/38
0.92%
16.1%$3.41M
16Clark County School District 5 2041-06-15
0.91%
17.0%$3.38M
17Met Govt Nashville & Davidsonc Regd B/E 5.00000000
0.89%
17.9%$3.31M
18New York Transportation Development Corp. (Jfk International Air Terminal Llc) Series 2022 5.00%, 12/01/31
0.89%
18.8%$3.31M
19Southeast Energy Authority A Cooperative District
0.89%
19.7%$3.30M
20Connecticut State Health & Educational Facilities Authority
0.89%
20.6%$3.29M
21American Municipal Power Inc
0.88%
21.5%$3.27M
22State Of Illinois Sales Tax Re Ilsgen 06/41 Fixed 5
0.87%
22.3%$3.24M
23Main Street Natural Gas Inc Ga 5.00 2055-12-01
0.87%
23.2%$3.23M
24Southeast Ala Gas Supply Dist 5% Apr 01, 2032
0.87%
24.1%$3.22M
25Chicago Il-A-Ref 5 1/32
0.86%
24.9%$3.18M
26DebtColorado Health Facilities Authority
0.86%
25.8%$3.18M
27Main Street Natural Gas Inc Ga Variable Rate, Due 06/01/2053
0.86%
26.7%$3.19M
28Delaware Valley Regional Finance Authority
0.86%
27.5%$3.20M
29County of Montgomery Oh
0.86%
28.4%$3.20M
30Las Vegas Valley Water District
0.85%
29.2%$3.14M
31Clark County School District No 114 Evergreen
0.85%
30.1%$3.16M
32DebtFx.rt. Muni Bond
0.84%
30.9%$3.12M
33Salt Lake City Corp Airport Revenue
0.84%
31.8%$3.14M
34Idaho Housing & Finance Association
0.83%
32.6%$3.10M
35DebtRochstr Mn Hlth
0.83%
33.4%$3.10M
36Main Street Natural Gas Inc Ga Regd N/C V/R B/E 4.00000000
0.82%
34.2%$3.05M
37Saint John The Baptist Parish La Variable Rate, Due 06/01/2037
0.82%
35.1%$3.04M
38DebtChic Il Ohare Ser D
0.82%
35.9%$3.05M
39Kentucky (State Of) Public Energy Authority, Series 2022 A-1, Vrd Rb
0.81%
36.7%$3.03M
40Univ Of Illinois Il Revenues Unvhgr 04/34 Fixed 4
0.81%
37.5%$3.00M
41Connecticut St 3% Jan 15, 2035
0.78%
38.3%$2.89M
42Piedmont Sc Muni Pwr Agy Elec Regd B/E 4.00000000
0.78%
39.1%$2.91M
43Salt Lake Cnty Ut Hosp Revenue
0.78%
39.8%$2.90M
44Clifton Higher Education Finance Corp
0.76%
40.6%$2.81M
45DebtNew York State Dormitory Authority
0.76%
41.4%$2.84M
46Philadelphia Health and Educational Facilities Authority, Pennsylvania, Revenue Bonds, Temple Univer 07/01/2035
0.75%
42.1%$2.79M
47Met Transprtn Auth Ny Revenue 5 2039-11-15
0.74%
42.8%$2.75M
48City & County Of Denver Co Airport System Revenue
0.71%
43.6%$2.64M
49Carter Cnty Tn
0.71%
44.3%$2.63M
50DebtFx.rt. Muni Bond
0.70%
45.0%$2.60M
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WTABX Mutual Fund All Holdings

WTABX holdings total 211 positions. The top 10 holdings account for 11.4% of the fund, led by Salt Lake Cnty Ut Hosp Revenue Slkmed 02/33 Fixed Oid 5.125 at 1.4%, North Carolina Municipal Power Agency No. 1 at 1.3%, Gasctf 4.750 06/01/28 at 1.2%.

WTABX portfolio concentration is well-diversified, with the top 10 representing 11.4% of total assets. The largest sector exposure is Financials at 15.1%.

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