WDIIX Mutual Fund

WDIIX Mutual Fund

NAV$16.80
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Showing the top 10 of 52 holdings · as of Jul 31, 2026
Top 10 weight
38.27%
WDIIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
JPM
JPMorgan ChaseFinancials · Banks
5.61%		5.6%15,430$5.43MFinancialsBanks
2—Bank of America Corp.:Financials · Banks
4.78%		10.4%74,585$4.62MFinancialsBanks
Share changes, sector and industry · Pro
3
CSCO
Cisco Systems Inc.
4.06%		14.4%33,859$3.93M
4
MS
Morgan Stanley
4.02%		18.5%18,498$3.89M
5
JCI
Johnson Controls International Plc
3.68%		22.1%24,288$3.56M
6
AVGO
Broadcom Inc
3.55%		25.7%8,832$3.44M
7
JNJ
Johnson & Johnson -
3.42%		29.1%12,907$3.31M
8
VLO
Valero
3.27%		32.4%10,104$3.16M
9
VZ
Verizon Communic
3.07%		35.5%63,494$2.97M
10
TXN
Texas Instrument Inc
2.81%		38.3%9,863$2.72M
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Themes in the top 10
Global BankingAsset ManagementDigital BankingMarket InfrastructureInvestment Technology5G InfrastructureNetworking InfrastructureBroadband ServicesConnectors & InterconnectsInternet & DigitalCybersecurityCloud ComputingData & AnalyticsArtificial IntelligenceDerivatives Trading

WDIIX Mutual Fund Top Holdings

WDIIX holdings top 10 positions. The top 10 holdings account for 38.3% of the fund, led by Jpmorgan Chase at 5.6%, Bank of America Corp.: Financials at 4.8%, Cisco Systems Inc. - Ordinary Shares at 4.1%.

WDIIX portfolio concentration is moderate, with the top 10 representing 38.3% of total assets. The largest sector exposure is Financials at 22.6%.

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