WPSZX Mutual Fund

NAV$48.88
Showing 10 of 20 holdings(as of Mar 31, 2026)Top 10 Weight: 67.98%
#TickerNameWeightSharesMkt ValueShare ChgSectorIndustry
1MAMastercard Inc9.34%94,698$47.32M••••••••••••••••••••••
2AMZNAmazon.Com Inc9.25%224,886$46.84M••••••••••••••••••••••
3MSFTMicrosoft Corp8.89%121,699$45.05M••••••••••••••••••••••
4ETNEaton Corp Plc Sedol B8kqn828.18%115,778$41.41M••••••••••••••••••••••
5APHAmphenol Corp A7.98%319,869$40.42M••••••••••••••••••••••
6NVDANvidia Corp.5.40%156,974$27.38M••••••••••••••••••••••
7SCHWCharles Schwab Corp.4.81%259,395$24.38M••••••••••••••••••••••
8CDNSCadence Design4.79%87,351$24.27M••••••••••••••••••••••
9MSIMotorola Solutions Inc.4.68%54,658$23.72M••••••••••••••••••••••
10CTASCintas Corp4.66%139,625$23.62M••••••••••••••••••••••
Want to see all 20 holdings?View All HoldingsPRO

Top Holdings Themes

PaymentsMarket InfrastructureCloud ComputingArtificial IntelligenceInternet & DigitalDigital AdvertisingCybersecurityData & AnalyticsNetworking InfrastructureSemiconductorsConnectors & Interconnects5G InfrastructureManufacturingGlobal BankingAsset Management

WPSZX Mutual Fund Top Holdings

WPSZX holdings top 10 positions. The top 10 holdings account for 68.0% of the fund, led by Mastercard Inc at 9.3%, Amazon.Com Inc at 9.3%, Microsoft Corp at 8.9%.

WPSZX portfolio concentration is relatively high, with the top 10 representing 68.0% of total assets. The largest sector exposure is Information Technology at 35.0%.

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