Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CVCFX vs WDIAX
Shared holdings
18
CVCFX covered by WDIAX
32.65%
WDIAX covered by CVCFX
32.65%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
CVCFX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| BANK OF AMERICA CORPORATION | 4.32% | |
| EXXON MOBIL CORP | 3.94% | |
| JPMORGAN CHASE and CO | 3.79% | |
| STATE STREET CORP | 3.53% | |
| JOHNSON&JOHNSON | 3.26% | |
| COMCAST CORP CL A | 2.79% | |
| 3M CO | 2.79% | |
| CISCO SYSTEMS INC | 2.77% | |
| CONOCOPHILLIPS | 2.74% | |
| WALT DISNEY CO/T | 2.70% | |
| UNITED PARCEL SERVICE INC CL B | 2.47% | |
| ZIMMER BIOMET HO | 2.39% | |
| UNION PACIFIC CORP | 2.31% | |
| US BANCORP DEL | 2.31% | |
| LOWES COS INC | 2.28% | |
| HONEYWELL INTL INC | 2.22% | |
| AMERICAN ELECTRIC POWER CO INC | 2.21% | |
| INTL BUS MACH CORP | 2.14% | |
| GOLDMAN SACHS GROUP INC | 2.02% | |
| SANOFI SPON ADR | 1.89% | |
| AMERICAN INTERNATIONAL GROUP | 1.67% | |
| COTERRA ENERGY INC | 1.63% | |
| ROCKWELL AUTOMATION INC | 1.53% | |
| WELLS FARGO & CO | 1.52% | |
| FORD MOTOR CO | 1.35% | |
| HERSHEY CO/THE | 1.34% | |
| MEDTRONIC PLC | 1.31% | |
| BIOGEN INC | 1.26% | |
| TJX COS INC | 1.25% | |
| TEXAS INSTRUMENTS INC | 1.22% | |
| DR HORTON INC | 1.21% | |
| MONDELEZ INTL INC | 1.21% | |
| TARGET CORP | 1.20% | |
| CARRIER GLOBAL CORP | 1.19% | |
| CMS ENERGY CORP | 1.18% | |
| EQT CORPORATION | 1.18% | |
| CATERPILLAR INC | 1.15% | |
| PPG INDUSTRIES INC | 1.15% | |
| VERIZON COMMUNICATIONS INC | 1.11% | |
| TRUIST FINL CORP | 1.09% | |
| MORGAN STANLEY | 1.09% | |
| DEERE & CO | 1.06% | |
| NIKE INC CL B | 1.06% | |
| LYONDELLBASELL-A | 1.03% | |
| CRH PLC | 0.94% | |
| PEPSICO INC | 0.91% | |
| UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT | 0.91% | |
| BRISTOL-MYERS SQUIBB CO | 0.91% | |
| QUALCOMM INC | 0.90% | |
| KRAFT HEINZ CO/T | 0.87% |
WDIAX (Jan. 30, 2026)
| Security | Weight | |
|---|---|---|
| JPMORGAN CHASE and CO | 5.50% | |
| BANK OF AMERICA CORPORATION | 4.50% | |
| MORGAN STANLEY | 3.83% | |
| JOHNSON CONTROLS INTERNATIONAL PLC | 3.65% | |
| JOHNSON&JOHNSON | 3.32% | |
| BROADCOM INC | 3.32% | |
| VERIZON COMMUNICATIONS INC | 3.20% | |
| CISCO SYSTEMS INC | 3.01% | |
| INTL BUS MACH CORP | 2.83% | |
| CHEVRON CORP | 2.59% | |
| PFIZER INC | 2.57% | |
| ABBVIE INC | 2.56% | |
| CATERPILLAR INC | 2.55% | |
| QUALCOMM INC | 2.44% | |
| TEXAS INSTRUMENTS INC | 2.41% | |
| BLACKROCK INC | 2.30% | |
| AMERICAN ELECTRIC POWER CO INC | 2.26% | |
| MEDTRONIC PLC | 2.26% | |
| VALERO ENERGY CORP | 2.14% | |
| EXXON MOBIL CORP | 2.10% | |
| DUKE ENERGY CORP NEW | 2.09% | |
| OLD REPUBLIC INTL CORP | 2.07% | |
| UNITEDHEALTH GRP | 2.01% | |
| PHILIP MORRIS INTL INC | 2.00% | |
| METLIFE INC | 1.97% | |
| HEALTHPEAK PROPERTIES INC | 1.87% | |
| UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT | 1.80% | |
| LOCKHEED MARTIN CORP | 1.80% | |
| VICI PROPERTIES | 1.80% | |
| PACCAR INC | 1.75% | |
| DREY-GVT CSH-I | 1.73% | |
| CME GROUP INC CL A | 1.67% | |
| STARBUCKS CORP | 1.65% | |
| REGIONS FINANCIAL CORP | 1.53% | |
| HOME DEPOT INC | 1.51% | |
| AT&T INC | 1.49% | |
| SANOFI SPON ADR | 1.47% | |
| AIR PRODUCTS and CHEMICALS INC | 1.47% | |
| TARGET CORP | 1.45% | |
| UNION PACIFIC CORP | 1.39% | |
| NEXTERA ENERGY INC | 1.28% | |
| PEPSICO INC | 1.27% | |
| ENBRIDGE INC | 1.27% | |
| PROCTER & GAMBLE | 1.22% | |
| MCDONALDS CORP | 1.11% | |
| WALMART INC | 0.00% | |
| RRP FNMA 30YR REPO | 0.00% | |
| USD/SEK FORWARD | 0.00% | |
| CF SECURED LLC TRI PARTY | 0.00% | |
| CITI TREAS TRI-PARTY | 0.00% |
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