WUSAX Mutual Fund

NAV$17.29
Showing 10 of 114 holdings(as of Dec 31, 2025)Top 10 Weight: 19.86%
#TickerNameWeightSharesMkt ValueShare ChgSectorIndustry
1CLS:CACelestica Inc. (Canada - Information technology)2.21%35,124$10.38M••••••••••••••••••••••
2CHDNChurch Downs2.09%86,472$9.84M••••••••••••••••••••••
3INSMInsmed Inc2.06%55,691$9.69M••••••••••••••••••••••
4CGCarlyle Group (The)2.02%160,957$9.51M••••••••••••••••••••••
5GCMGGrosvenor Capital Management Lp2.02%841,029$9.52M••••••••••••••••••••••
6WINGWingstop, Inc.2.00%39,510$9.42M••••••••••••••••••••••
7BLDTopbuild Corp1.97%22,260$9.29M••••••••••••••••••••••
8VSECVse Corp1.91%52,116$9.00M••••••••••••••••••••••
9FTAIFtai Aviation Ltd.1.80%43,059$8.48M••••••••••••••••••••••
10-Columbia Short Term Cash Fund1.78%8,367,010$8.36M••••••••••••••••••••••
Want to see all 114 holdings?View All HoldingsPRO

Top Holdings Themes

Health & WellnessValue RetailConsumer SpendingDigital EntertainmentVideo GamingMillennials & Gen ZPharmaceuticalsBiotechnologyAsset ManagementInvestment TechnologyGlobal BankingFood InnovationUrbanizationConstruction TechManufacturing

WUSAX Mutual Fund Top Holdings

WUSAX holdings top 10 positions. The top 10 holdings account for 19.9% of the fund, led by Celestica Inc. (Canada - Information technology) at 2.2%, Church Downs at 2.1%, Insmed Inc at 2.1%.

WUSAX portfolio concentration is well-diversified, with the top 10 representing 19.9% of total assets. The largest sector exposure is Industrials at 22.3%.

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