WMCVX Mutual Fund

NAV$10.10
Showing 10 of 57 holdings(as of Mar 31, 2026)Top 10 Weight: 26.22%
#TickerNameWeightSharesMkt ValueShare ChgSectorIndustry
1KAIKadant Inc2.97%133,907$39.15M••••••••••••••••••••••
2OZKBank Ozk2.86%821,136$37.68M••••••••••••••••••••••
3ALSNAllison Transmission Holdings Inc.2.80%315,539$36.94M••••••••••••••••••••••
4MEDPMedpace Holdings Inc2.70%74,284$35.67M••••••••••••••••••••••
5CTSCts Corp.2.57%709,400$33.88M••••••••••••••••••••••
6HQYHealthequity2.54%400,153$33.44M••••••••••••••••••••••
7MCMoelis & Co_None_02.54%587,792$33.50M••••••••••••••••••••••
8SXIStandex International Corp2.45%126,720$32.30M••••••••••••••••••••••
9ENSGEnsign Group Inc/the2.41%157,502$31.74M••••••••••••••••••••••
10NPOEnpro Industries Inc2.38%125,342$31.42M••••••••••••••••••••••
Want to see all 57 holdings?View All HoldingsPRO

Top Holdings Themes

ManufacturingRobotics & AutomationConnectors & InterconnectsGlobal BankingLending & CreditInterest RatesDigital BankingElectric TransportationElectric VehiclesSupply ChainBiotechnologyPharmaceuticalsMedical DevicesLife Sciences ToolsHealth & Wellness

WMCVX Mutual Fund Top Holdings

WMCVX holdings top 10 positions. The top 10 holdings account for 26.2% of the fund, led by Kadant Inc at 3.0%, Bank Ozk at 2.9%, Allison Transmission Holdings Inc. at 2.8%.

WMCVX portfolio concentration is well-diversified, with the top 10 representing 26.2% of total assets. The largest sector exposure is Industrials at 26.3%.

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