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OTCIX vs WFEIX

Shared holdings
24
OTCIX covered by WFEIX
33.92%
WFEIX covered by OTCIX
33.92%

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.

OTCIX (Feb. 28, 2026)

SecurityWeight
HOWMET AEROSPACE INC4.38%
MONOLITHIC POWER SYS INC3.19%
TAKE-TWO INTERACTV SOFTWR INC2.89%
QUANTA SVCS INC2.72%
LIVE NATION ENTERTAINMENT INC2.53%
TKO GROUP HOLDINGS INC2.32%
Ascendis Pharma A/S2.17%
NATERA INC2.14%
MASIMO CORP2.09%
VISTRA CORP2.04%
CHENIERE ENERGY INC1.99%
LPL FINL HLDGS INC1.95%
AXON ENTERPRISE INC1.88%
BURLINGTON STORES INC1.76%
CBRE GROUP INC - CL A1.72%
WINGSTOP INC1.71%
NASDAQ INC1.66%
VULCAN MATERIALS CO1.64%
ROBLOX CORP - A1.59%
VIKING HOLDINGS LTD1.51%
CAMECO CORP1.46%
HYATT HOTELS CORP CL A1.42%
CARLYLE GROUP INC (THE)1.38%
CARVANA CO CL A1.37%
O'REILLY AUTOMOTIVE INC1.35%
CLOUDFLARE INC-A1.29%
TAPESTRY INC1.25%
AGILENT TECHNOLOGIES INC1.24%
CURTISS WRIGHT CORPORATION1.24%
STERIS PLC1.21%
TRIMBLE INC1.16%
EMCOR GROUP INC1.15%
MFS Institutional Money Market Portfolio, Class A1.09%
BWX TECHNOLOGIES INC1.03%
COHERENT CORP1.01%
HEXCEL CORPORATION1.00%
CARNIVAL CORP1.00%
VERTIV HOLDINGS CO0.96%
ASM INTL NV0.96%
EXPAND ENERGY CORP0.95%
ROYAL CARIBBEAN CRUISES LTD0.94%
GUIDEWIRE SOFTWARE INC0.92%
CIENA CORP0.89%
HUBBELL INC0.89%
OKTA INC CL A0.87%
WATERS CORP0.87%
GFL ENVIRONM-SUB0.86%
DRAFTKINGS INC0.85%
CADENCE DESIGN SYSTEMS INC0.85%
COUPANG INC A0.85%

WFEIX (March 31, 2026)

SecurityWeight
VERTIV HOLDINGS CO4.97%
QUANTA SVCS INC4.15%
CLOUDFLARE INC-A3.53%
VISTRA CORP3.36%
CENCORA INC3.22%
MARRIOTT INTL-A3.14%
VIKING HOLDINGS LTD3.06%
LIVE NATION ENTERTAINMENT INC2.93%
MONOLITHIC POWER SYS INC2.81%
AXON ENTERPRISE INC2.75%
CARPENTER TECHNOLOGY CORP2.66%
BURLINGTON STORES INC2.59%
RBC BEARINGS INC2.52%
IDEXX LABS INC2.48%
CARVANA CO CL A2.44%
ALNYLAM PHARMACEUTICALS INC2.36%
CURTISS WRIGHT CORPORATION2.28%
COMFORT SYSTEMS USA INC2.24%
APPLIED INDU TEC2.22%
TKO GROUP HOLDINGS INC2.20%
ROBLOX CORP - A2.11%
NATERA INC2.10%
HOWMET AEROSPACE INC1.82%
FERRARI NV1.82%
ALLSPRING GOVERNMENT MONEY MAR1.79%
RB GLOBAL INC1.72%
CONSTRUCTION PARTNERS INC CL A1.69%
MERCADOLIBRE INC1.68%
VIAVI SOLUTIONS INC1.66%
FAIR ISAAC CORP1.65%
UL SOLUTIONS INC CL A1.59%
TEVA PHARMACEUTICAL IND ADR1.58%
EDWARDS LIFESCIENCES CORP1.47%
SAIA INC1.42%
DOORDASH INC-A1.37%
TELEDYNE TECHNOLOGIES INC1.29%
PULTEGROUP INC1.19%
ENTEGRIS INC1.18%
AFFIRM HOLDINGS INC1.17%
REPLIGEN CORP1.08%
ROBINHOOD MARKETS INC1.08%
GUIDEWIRE SOFTWARE INC1.07%
RADNET INC1.06%
GUARDANT HEALTH INC1.02%
CINTAS CORP1.02%
HYATT HOTELS CORP CL A1.00%
ARGENX SE SPONSORED ADR0.97%
SPOTIFY TECHNOLOGY SA0.94%
APPLOVIN CORP0.90%
MONGODB INC CL A0.87%

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