WFINX Mutual Fund

NAV$65.11
Showing 10 of 505 holdings(as of Mar 31, 2026)Top 10 Weight: 34.98%
#TickerNameWeightSharesMkt ValueShare ChgPROSectorPROIndustryPRO
1NVDANvidia Corp.7.47%580,619$101.26M-10.9KInformation TechnologySemiconductors & Semiconductor Equipment
2AAPLApple, Inc6.56%350,788$89.03M-8.9KInformation TechnologyTechnology Hardware, Storage & Peripherals
3MSFTMicrosoft Corp 4.100 Feb 06 374.84%177,426$65.68MProProPro
4AMZNAmazon.Com Inc3.58%233,413$48.61MProProPro
5GOOGAlphabet Inc. C2.95%139,110$40.00MProProPro
6AVGOBroadcom Inc2.59%113,287$35.06MProProPro
7METAMeta Platforms, Inc.2.20%52,260$29.90MProProPro
8TSLATesla Inc1.84%67,200$24.98MProProPro
9BRK.BBerkshire Hathaway Inc Brk/B Us Equity1.55%43,815$21.00MProProPro
10JPMJpmorgan Chase1.40%64,422$18.95MProProPro
See the other 495 holdings of WFINX
Every position with sector, industry and share changes, as reported Mar 31, 2026.
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Top Holdings Themes

Artificial IntelligenceSemiconductorsCloud ComputingInternet & DigitalNetworking InfrastructureCybersecurityData & AnalyticsDigital AdvertisingEmerging TechMillennials & Gen ZElectric VehiclesEnergy TransitionCritical MineralsClimate SolutionsHydrogen Economy

WFINX Mutual Fund Top Holdings

WFINX holdings top 10 positions. The top 10 holdings account for 35.0% of the fund, led by Nvidia Corp. at 7.5%, Apple, Inc at 6.6%, Microsoft Corp 4.100 Feb 06 37 at 4.8%.

WFINX portfolio concentration is moderate, with the top 10 representing 35.0% of total assets. The largest sector exposure is Information Technology at 32.0%.

WFINX sector allocation provides a detailed breakdown. WFINX overlap tool shows how holdings compare to other funds in your portfolio.