WTIXX Mutual Fund

NAV$1.00

AUM$820M

TER0.25%

Holdings26

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

WTIXX Mutual Fund

NAV$1.00

Wilmington US Treasury Money Market Fund Class Institutional

AUM$820M

TER0.25%

Holdings26

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare WTIXX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings WTIXX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WTIXX Mutual Fund Overlap Analysis

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

WTIXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, WTIXX may share significant positions with broad-market funds.

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