WTCOX Mutual Fund

NAV$10.31

AUM$88M

TER0.65%

Holdings139

WTCOX Mutual Fund

NAV$10.31

Segall Bryant & Hamill Colorado Tax Free Fund Retail Class

AUM$88M

TER0.65%

Holdings139

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Holdings Overlap Analysis

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

WTCOX Mutual Fund Overlap Analysis

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

WTCOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 139 holdings, WTCOX may share significant positions with broad-market funds.

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