WSEFX Mutual Fund

NAV$41.49
Showing 10 of 49 holdings(as of Mar 31, 2026)Top 10 Weight: 50.21%
#TickerNameWeightSharesMkt ValueShare ChgPROSectorPROIndustryPRO
1AAPLApple Inc9.81%76,845$19.50M-11.4KInformation TechnologyTechnology Hardware, Storage & Peripherals
2MSFTMicrosoft Corp 4.100 Feb 06 378.16%43,795$16.21M-917Information TechnologySoftware
3GOOGAlphabet Inc series C6.55%45,390$13.02MProProPro
4JPM:USJp Morgan Chase & Co4.95%33,415$9.83MProProPro
5AMATApplied Materials, Inc.3.95%22,970$7.85MProProPro
6VVisa Inc. Class A ( V )3.93%25,875$7.82MProProPro
7NVDANvidia Corp3.88%44,245$7.72MProProPro
8GOOGL'alphabet Inc., Class 'a''3.27%22,585$6.49MProProPro
9JNJJOHNSON AND JOHNSON2.91%23,660$5.78MProProPro
10DEDeere & Co.2.80%9,895$5.57MProProPro
See the other 39 holdings of WSEFX
Every position with sector, industry and share changes, as reported Mar 31, 2026.
Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime.

Top Holdings Themes

Artificial IntelligenceSemiconductorsInternet & DigitalCybersecurityData & AnalyticsCloud ComputingNetworking InfrastructureDigital AdvertisingGlobal BankingAsset ManagementDigital BankingMarket InfrastructureInvestment TechnologyPaymentsConsumer Spending

WSEFX Mutual Fund Top Holdings

WSEFX holdings top 10 positions. The top 10 holdings account for 50.2% of the fund, led by Apple Inc at 9.8%, Microsoft Corp 4.100 Feb 06 37 at 8.2%, Alphabet Inc series C at 6.5%.

WSEFX portfolio concentration is relatively high, with the top 10 representing 50.2% of total assets. The largest sector exposure is Information Technology at 30.8%.

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