WPOIX Mutual Fund

NAV$11.53
Showing 10 of 26 holdings(as of Mar 31, 2026)Top 10 Weight: 62.64%
#TickerNameWeightSharesMkt ValueShare ChgSectorIndustry
1BRK.BBerkshire Hathaway Inc Brk/B Us Equity16.50%108,000$51.75M••••••••••••••••••••••
2GOOGAlphabet Inc. C5.94%65,000$18.65M••••••••••••••••••••••
3MSFTMicrosoft Corp5.90%50,000$18.51M••••••••••••••••••••••
4TMOThermo Fisher5.48%35,000$17.20M••••••••••••••••••••••
5VVisa Inc Class A5.30%55,000$16.62M••••••••••••••••••••••
6DHRDanaher Corp.4.83%80,000$15.17M••••••••••••••••••••••
7MAMastercard Inc4.78%30,000$14.99M••••••••••••••••••••••
8AMZNAmazon.Com Inc4.65%70,000$14.58M••••••••••••••••••••••
9AON:IEAon Plc-Class A4.63%45,000$14.53M••••••••••••••••••••••
10SRXM34:BVSirius Xm Holdings Inc4.63%630,000$14.54M••••••••••••••••••••••
Want to see all 26 holdings?View All HoldingsPRO

Top Holdings Themes

Asset ManagementMarket InfrastructureGlobal BankingDerivatives TradingArtificial IntelligenceCloud ComputingInternet & DigitalData & AnalyticsDigital AdvertisingCybersecurityNetworking InfrastructureLife Sciences ToolsBiotechnologyMedical DevicesBiotechnology Tools

WPOIX Mutual Fund Top Holdings

WPOIX holdings top 10 positions. The top 10 holdings account for 62.6% of the fund, led by Berkshire Hathaway Inc Brk/B Us Equity at 16.5%, Alphabet Inc. C at 5.9%, Microsoft Corp at 5.9%.

WPOIX portfolio concentration is relatively high, with the top 10 representing 62.6% of total assets. The largest sector exposure is Information Technology at 22.1%.

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