WBVNX Mutual Fund

WBVNX Mutual Fund

NAV$34.58
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Showing the top 10 of 107 holdings · as of Jul 31, 2026
Top 10 weight
18.13%
WBVNX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtFixed Inc Clearing Corp.Repo
3.80%		3.8%28,828,204$28.83M--
2
HUBG
Hub Group IncIndustrials · Road & Rail
1.77%		5.6%288,702$13.43MIndustrialsRoad & Rail
Share changes, sector and industry · Pro
3
SBCF
Seacoast Banking Corp Of Florida
1.70%		7.3%370,586$12.87M
4
EBC
Eastern Bankshares Inc
1.64%		8.9%541,203$12.43M
5
HWC
Hancock Whitney Corp
1.61%		10.5%158,284$12.19M
6
RNST
Renasant Corp.
1.57%		12.1%273,772$11.93M
7
NBHC
National Bank Holdings Corp Class A
1.54%		13.6%270,642$11.69M
8—Atlantic Union Bankshares Corp.
1.53%		15.2%274,197$11.63M
9
PWP
Perella Weinberg Partners Lp
1.52%		16.7%654,039$11.54M
10
VVV
Valvoline Inc
1.45%		18.1%287,417$11.04M
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Themes in the top 10
Supply ChainElectric TransportationGlobal BankingLending & CreditDigital BankingPaymentsMarket InfrastructureInterest RatesRegulatory TechnologyAsset ManagementInvestment TechnologyManufacturingConsumer SpendingEnergy SecurityEnvironmental Solutions

WBVNX Mutual Fund Top Holdings

WBVNX holdings top 10 positions. The top 10 holdings account for 18.1% of the fund, led by Fixed Inc Clearing Corp.Repo at 3.8%, Hub Group Inc at 1.8%, Seacoast Banking Corp Of Florida at 1.7%.

WBVNX portfolio concentration is well-diversified, with the top 10 representing 18.1% of total assets. The largest sector exposure is Financials at 23.5%.

WBVNX sectors provide a detailed breakdown. WBVNX overlap shows how holdings compare to other funds in your portfolio.