WTCOX Mutual Fund

NAV$10.18

AUM$86M

TER0.65%

Holdings148

See how much of WTCOX you already own

Just $25 once·$99/mo·Download sample

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WTCOX Mutual Fund

NAV$10.18

Segall Bryant & Hamill Colorado Tax Free Fund Retail Class

AUM$86M

TER0.65%

Holdings148

See how much of WTCOX 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 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 148 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.