WHGMX Mutual Fund

WHGMX Mutual Fund

NAV$17.75
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Showing the top 10 of 69 holdings · as of Jul 31, 2026
Top 10 weight
22.67%
WHGMX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
FGUXX
First American Government Obligations Fund
2.74%		2.7%-$3.06M--
2
PIPR
Piper Sandler Companies
2.44%		5.2%35,977$2.73M--
3
GBCI
Glacier Bancorp IncFinancials · Banks
2.30%		7.5%52,281$2.58MFinancialsBanks
4
IDA
Idacorp Inc IdaUtilities · Electric Utilities
2.30%		9.8%18,055$2.58MUtilitiesElectric Utilities
5
MRX
Marex Group Plc
2.24%		12.0%38,597$2.51M--
6
BJ
Bj'S Wholesale Club Holdings IncConsumer Disc. · Multiline Retail
2.22%		14.2%25,478$2.49MConsumer Disc.Multiline Retail
7
PKG
Packaging Corp. Of AmericaMaterials · Containers & Packaging
2.20%		16.4%10,007$2.46MMaterialsContainers & Packaging
8
SXT
Sensient Technologies CorpMaterials · Chemicals
2.11%		18.6%19,096$2.36MMaterialsChemicals
9
VC
Visteon CorpConsumer Disc. · Auto Components
2.07%		20.6%22,137$2.31MConsumer Disc.Auto Components
10
TREX
Trex Co IncIndustrials · Building Products
2.05%		22.7%52,917$2.29MIndustrialsBuilding Products
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Themes in the top 10
Global BankingLending & CreditInfrastructureEnergy SecurityClean EnergyValue RetailConsumer SpendingSupply ChainManufacturingSustainable MaterialsRecycling TechnologyFood InnovationHealth & WellnessElectric VehiclesAutonomous Vehicles

WHGMX Mutual Fund Top Holdings

WHGMX holdings top 10 positions. The top 10 holdings account for 22.7% of the fund, led by First American Government Obligations Fund at 2.7%, Piper Sandler Companies at 2.4%, Glacier Bancorp Inc at 2.3%.

WHGMX portfolio concentration is well-diversified, with the top 10 representing 22.7% of total assets. The largest sector exposure is Industrials at 21.5%.

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