WTIBX Mutual Fund

NAV$9.31

AUM$175M

TER0.55%

Holdings147

WTIBX Mutual Fund

NAV$9.31

Segall Bryant & Hamill Plus Bond Fund Retail Class

AUM$175M

TER0.55%

Holdings147

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare WTIBX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings WTIBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WTIBX Mutual Fund Overlap Analysis

WTIBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

WTIBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 147 holdings, WTIBX may share significant positions with broad-market funds.

WTIBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WTIBX tax-loss harvesting finds highly correlated but non-identical funds.