WTAXX Mutual Fund

WTAXX Mutual Fund

NAV$1.00
See how much of WTAXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Jul 31, 2026

Net Assets
$719,066.4
Expense Ratio
0.60%
Dividend Yield (Current)
2.93%
Holdings
25
Inception Date
Aug 18, 2003
Fund Family
Wilmington Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.77%
1 Year+3.24%
3 Year+4.10%
5 Year+3.21%
10 Year+1.93%

Asset Allocation

Bonds: 64.04%
Cash: 0.68%
Other: 35.29%
See how much of WTAXX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
-Deutsche Bank Repurchase Agreement 3.640000%9.34%
-Td Securities Inc. 3 Repurchase Agreement 3.640000%8.90%
-Ficc Bank Of New York Rep Repurchase Agreement 3.640000%8.90%
-Ficc Mizuho Securities 8/ Repurchase Agreement 3.640000%8.23%
TF 0 01/31/27Treasury Floating Rate Note 4.34% Jan 31, 20274.45%
Top 10 Concentration: 56.50%Report Date: Jul 31, 2026
Download all 25 holdings for WTAXX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
2.93%
Frequency
Monthly
Latest Distribution
$0.00
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

WTAXX Mutual Fund Overview

WTAXX Mutual Fund (Wilmington US Treasury Money Market Fund Administrative Class) is managed by Wilmington Funds with $719,066.4 in net assets. WTAXX expense ratio is 0.60%, holding 25 positions across sectors including Financials. Inception date: 2003-08-18.

WTAXX performance shows a YTD return of 1.77%. The 1-year return is 3.24% and the 5-year return is 3.21%. WTAXX dividend yield stands at 2.93%, paid monthly.

WTAXX top holdings include Deutsche Bank Repurchase Agreement 3.640000% (9.3%), Td Securities Inc. 3 Repurchase Agreement 3.640000% (8.9%), Ficc Bank Of New York Rep Repurchase Agreement 3.640000% (8.9%), Ficc Mizuho Securities 8/ Repurchase Agreement 3.640000% (8.2%), Treasury Floating Rate Note 4.34% Jan 31, 2027 (4.5%). Go to all WTAXX holdings, WTAXX sectors, or WTAXX dividends.

WTAXX can be compared against other funds. Use WTAXX overlap to find shared positions, or WTAXX vs another fund for a side-by-side view. WTAXX alternatives are available via the screener, along with tax-loss harvesting opportunities.