WTSIX Mutual Fund Analysis & Holdings | MarketXLS

WTSIX Mutual Fund

NAV$10.14

AUM$1M

TER0.40%

Holdings5

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WTSIX Mutual Fund

NAV$10.14

Wisdomtree Short-Duration Income Digital Fund

AUM$1M

TER0.40%

Holdings5

See inside every fund you own

$45/quarter 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 WTSIX 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 WTSIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WTSIX Mutual Fund Overlap Analysis

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

WTSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, WTSIX may share significant positions with broad-market funds.

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