WHGSX Mutual Fund

WHGSX Mutual Fund

NAV$20.17
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Showing the top 10 of 76 holdings · as of Jul 31, 2026
Top 10 weight
21.08%
WHGSX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
MMSI
Merit Medical Systems IncHealth Care · Healthcare Equip.
2.21%		2.2%227,474$19.34MHealth CareHealthcare Equip.
2
SBCF
Seacoast Banking Corp Of FloridaFinancials · Banks
2.20%		4.4%552,898$19.21MFinancialsBanks
Sector and industry · Pro
3
FBK
Fb Financial Corp
2.15%		6.6%311,643$18.82M
4
NIC
Nicolet Bankshares Inc
2.14%		8.7%109,497$18.72M
5
BELFB
Bel Fuse Inc Class B
2.12%		10.8%68,346$18.59M
6
RNST
Renasant Corp.
2.07%		12.9%415,698$18.11M
7
ATMU
Atmus Filtration Technologies Inc
2.06%		15.0%349,186$18.03M
8
FBNC
First Bancorp/southern Pines Nc
2.06%		17.0%286,680$18.02M
9
OFC
Corporate Office Properties Trust
2.04%		19.1%469,103$17.81M
10
IPAR
Inter Parfums Inc
2.03%		21.1%142,265$17.72M
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Themes in the top 10
Medical DevicesCardiologyLife Sciences ToolsAging PopulationGlobal BankingLending & CreditDigital BankingPaymentsInterest RatesConnectors & InterconnectsSemiconductorsNetworking InfrastructureManufacturingInfrastructureTelecom Infrastructure

WHGSX Mutual Fund Top Holdings

WHGSX holdings top 10 positions. The top 10 holdings account for 21.1% of the fund, led by Merit Medical Systems Inc at 2.2%, Seacoast Banking Corp Of Florida at 2.2%, Fb Financial Corp at 2.1%.

WHGSX portfolio concentration is well-diversified, with the top 10 representing 21.1% of total assets. The largest sector exposure is Financials at 20.7%.

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