Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

WATFX vs WATIX

Shared holdings
194
WATFX covered by WATIX
18.16%
WATIX covered by WATFX
18.16%

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.

WATFX (March 31, 2026)

SecurityWeight
US TREASURY N/B6.52%
US TREASURY N/B5.29%
US TREASURY N/B1.53%
Fannie Mae Pool0.87%
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNR 2023-92 AH0.78%
TSMC ARIZONA0.76%
U.S. Treasury Inflation-Protected Indexed Notes0.75%
FNCL 5 4/260.69%
Fannie Mae Pool0.66%
Government National Mortgage Association Series 2022-63, Class LM0.61%
G2SF 5.5 4/250.61%
LMAT 2021-GS1 A1 144A 5.892% 10-25-660.60%
U.S. Treasury Inflation-Protected Indexed Notes0.57%
KZOKZ 5 3/4 04/19/470.57%
CSMC Trust, Series 2021-RPL4, Class A10.57%
CARVL 2024-3A A10.54%
CSMC 2017-RPL1 TRUST SER 2017-RPL1 CL M1 V/R REGD 144A P/P 2.970630000.52%
GINNIE MAE II POOL G2 7872280.51%
GOVERNMENT NATIONAL MORTGAGE CORPORATION0.51%
SMB Private Education Loan Trust, Series 2020-PTA, Class B0.49%
FNMA, 30 Year0.49%
STACR 22-DNA3 M1B SOFR30A+290 04/25/2042 144A0.48%
FR SD75210.48%
FANNIE MAE POOL UMBS P#FM1727 5.000000000.47%
FREDDIE MAC NON GOLD POOL FH 8410760.46%
GNMA II, 30 Year0.45%
G2SF 2.5 4/240.43%
GINNIE MAE II POOL G2 7868350.43%
Ellington Financial Mortgage Trust, Series 2022-1, Class A10.43%
FNMA, Other0.42%
FANNIE MAE POOL FN FS20230.42%
FREDDIE MAC POOL FR SC01600.41%
BCRED MML CLO 2021-1 LLC0.40%
Owl Rock CLO III Ltd., Series 2020-3A, Class AR0.39%
TSMC ARIZONA0.38%
WELLS FARGO CO0.37%
G2SF 5 4/260.37%
FANNIE MAE POOL FN CB30440.37%
Wells Fargo Commercial Mortgage Trust 2022-JS20.37%
Government National Mortgage Association0.36%
JACK IN THE BOX FUNDING LLC SER 2022-1A CL A2I REGD 144A P/P 3.445000000.35%
M&T Equipment Notes0.35%
Prime Mortgage Trust 2006-DR10.35%
Comision Federal de Electricidad0.34%
NEW RESIDENTIAL MORTGAGE LOAN TRUST 2021-NQM3 SER 2021-NQM3 CL A1 V/R REGD 144A P/P 1.156120000.33%
CSMC 2020-FACT SER 2020-FACT CL A V/R REGD 144A P/P 5.715480000.33%
FNCL 6 4/260.32%
FNMA 30YR 3.5% 01/01/2050#FS53130.32%
FNMA Connecticut Avenue Securities Trust, Series 2022-R04, Class 1M20.32%
FNCL 5.5 4/260.32%

WATIX (Feb. 27, 2026)

SecurityWeight
US TREASURY N/B9.01%
US TREASURY N/B8.41%
US TREASURY N/B8.37%
US TREASURY N/B8.34%
Western Asset Premier Institutional Government Reserves3.94%
US TREASURY N/B1.02%
US TREASURY N/B0.82%
US TREASURY N/B0.78%
ASIAN DEV BANK0.76%
US TREASURY N/B0.75%
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNR 2023-92 AH0.69%
TSMC ARIZONA0.69%
U.S. Treasury Inflation-Protected Indexed Notes0.68%
CARVL 2024-3A A10.61%
U.S. Treasury Bonds0.54%
TOWD POINT MORTGAGE TRUST 2017-4 TPMT 2017-4 B20.54%
TSMC ARIZONA0.53%
GOLDMAN SACHS GP0.52%
Galaxy 33 CLO Ltd0.47%
CIFC Funding Ltd., Series 2024-2A, Class A10.45%
FOUNDRY JV HOLDC0.45%
Mosaic Solar Loan Trust, Series 2018-2GS, Class A0.43%
College Ave Student Loans 2021-C LLC0.42%
PRKCM 2021-AFC1 TRUST PRKCM 2021-AFC1 A10.41%
MORGAN STANLEY0.40%
BANK OF AMER CRP0.40%
Ellington Financial Mortgage Trust, Series 2021-2, Class A10.39%
US TREASURY N/B0.39%
VERIZON COMM INC0.35%
PRKCM Trust, Series 2024-HOME1, Class A10.35%
Apidos Loan Fund Ltd., Series 2024-1A, Class A1R0.35%
T-MOBILE USA INC0.35%
FANNIE MAE REMICS FNR 2020-56 AQ0.35%
COLUMBIA CENT CLO 32 LTD SER 2022-32A CL A1R2 V/R REGD 144A P/P 4.985410000.33%
DRMT 2022-1 A10.33%
CITIGROUP INC0.33%
SMB Private Education Loan Trust, Series 2024-A, Class A1A0.33%
FANNIE MAE REMICS FNR 2020-57 TA0.33%
US TREASURY N/B0.33%
BNP PARIBAS0.32%
COTERRA ENERGY0.31%
COOPERATIEVE RABOBANK UA 3.649%/VAR 04/06/2028 144A0.31%
WESTERN MIDSTRM0.31%
UNITED MEXICAN0.31%
Aqua Finance Trust, Series 2021-A, Class B0.30%
BX Commercial Mortgage Trust, Series 2025-COPT, Class A0.30%
Polus US CLO II Ltd0.29%
CITIGROUP INC0.28%
WAMU MORTGAGE PASS-THROUGH CERTIFICATES SERIES 200 WAMU 2004-AR9 A70.28%
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNR 2021-188 PA0.28%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.