WMIDX Mutual Fund

NAV$11.13
Showing 10 of 37 holdings(as of Mar 31, 2026)Top 10 Weight: 42.18%
#TickerNameWeightSharesMkt ValueShare ChgSectorIndustry
1-Umb Money Market Ii Special6.21%-$362.6K••••••••••••••••••••••
2ESIElement Solutions Inc5.34%9,134$311.8K••••••••••••••••••••••
3MKSIMKS Instrument, Inc4.35%1,106$254.2K••••••••••••••••••••••
4JTWO:LNJ2 Acquisition Ltd Common Stock Usd4.12%5,947$241.0K••••••••••••••••••••••
5ENTGEntegris Inc Common Stock Usd 0.014.06%2,025$237.4K••••••••••••••••••••••
6JLLJones Lang Lasalle Inc.4.01%770$234.3K••••••••••••••••••••••
7BROBrown & Brown Inc3.77%3,380$220.4K••••••••••••••••••••••
8TDYTeledyne Technologies Inc3.48%336$203.3K••••••••••••••••••••••
9ENSGEnsign Group Inc/the3.43%996$200.7K••••••••••••••••••••••
10MKLMarkel Group Inc3.41%104$199.1K••••••••••••••••••••••
Want to see all 37 holdings?View All HoldingsPRO

Top Holdings Themes

Supply ChainSustainable MaterialsSemiconductorsManufacturingEnvironmental SolutionsRobotics & AutomationLife Sciences ToolsData & AnalyticsInfrastructureEnergy TransitionEnergy SecurityClimate SolutionsPropTechTelecom InfrastructureConstruction Tech

WMIDX Mutual Fund Top Holdings

WMIDX holdings top 10 positions. The top 10 holdings account for 42.2% of the fund, led by Umb Money Market Ii Special at 6.2%, Element Solutions Inc at 5.3%, MKS Instrument, Inc at 4.3%.

WMIDX portfolio concentration is moderate, with the top 10 representing 42.2% of total assets. The largest sector exposure is Industrials at 28.9%.

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