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WBAIX vs WEFIX

Shared holdings
121
WBAIX covered by WEFIX
17.41%
WEFIX covered by WBAIX
17.41%

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.

WBAIX (March 31, 2026)

SecurityWeight
BERKSHIRE HATH-B3.41%
DANAHER CORP2.36%
AON PLC-CLASS A2.35%
VULCAN MATERIALS CO2.34%
THERMO FISHER SCIENTIFIC INC2.33%
US TREASURY N/B2.30%
MARTIN MAR MTLS2.27%
VISA INC-CLASS A2.24%
MASTERCARD INC CL A2.22%
MICROSOFT CORP2.03%
LABCORP HOLDINGS INC2.03%
ANALOG DEVICES INC1.98%
ACCENTURE PLC-A1.88%
US TREASURY N/B1.79%
US TREASURY N/B1.78%
US TREASURY N/B1.78%
LINDE PLC1.76%
US TREASURY N/B1.76%
VERALTO CORP1.70%
IDEX CORPORATION1.63%
OLD DOMINION FRT1.51%
S&P GLOBAL INC1.45%
ALPHABET INC CL C1.45%
EQUIFAX INC1.44%
TEXAS INSTRUMENTS INC1.27%
US TREASURY N/B1.21%
US TREASURY N/B1.20%
US TREASURY N/B1.20%
US TREASURY N/B1.20%
US TREASURY N/B1.20%
US TREASURY N/B1.19%
US TREASURY N/B1.19%
US TREASURY N/B1.19%
US TREASURY N/B1.19%
US TREASURY N/B1.19%
US TREASURY N/B1.19%
US TREASURY N/B1.19%
US TREASURY N/B1.19%
US TREASURY N/B1.18%
US TREASURY N/B1.18%
US TREASURY N/B1.18%
JPM-US GV MM-L1.17%
US TREASURY N/B1.17%
US TREASURY N/B1.17%
US TREASURY N/B1.17%
US TREASURY N/B1.17%
US TREASURY N/B1.16%
US TREASURY N/B1.15%
US TREASURY N/B1.13%
BIO-TECHNE CORP0.98%

WEFIX (March 31, 2026)

SecurityWeight
JPM-US GV MM-L4.20%
US TREASURY N/B1.46%
US TREASURY N/B1.32%
US TREASURY N/B1.12%
US TREASURY N/B1.11%
FEDERAL HOME LOAN MORTGAGE CORPORATION1.05%
US TREASURY N/B1.02%
US TREASURY N/B1.00%
US TREASURY N/B1.00%
US TREASURY N/B0.98%
FEDERAL HOME LOAN MORTGAGE CORP0.95%
FEDERAL HOME LOAN MORTGAGE CORP0.86%
US TREASURY N/B0.80%
US TREASURY N/B0.78%
US TREASURY N/B0.77%
FEDERAL NATIONAL MORTGAGE ASSOCIATION0.75%
US TREASURY N/B0.73%
CONCENTRIX CORP0.73%
PFP Ltd., Series 2026-13, Class A0.73%
NMNL 2025-1A A0.69%
GS REFT 2026 FL1 ISSUER LTD0.66%
STGW 5.625 08/15/29 144A0.66%
IT 3.75 10/01/30 144A0.65%
US TREASURY N/B0.65%
ACRES Commercial Realty Issuer LLC, Series 2026-FL4, Class A0.59%
UNITED AUTO CREDIT SECURITIZATION TRUST0.57%
FEDERAL HOME LOAN MORTGAGE CORPORATION0.56%
US TREASURY N/B0.53%
US TREASURY N/B0.53%
FIRST HELP FINANCIAL LLC FHF 2025 1A A2 144A0.53%
ACREC Ltd., Series 2021-FL1, Class D0.52%
FEDERAL NATIONAL MORTGAGE ASSOCIATION0.52%
EFMT 2026-NQM1 A1A0.52%
UNITED AUTO CREDIT SECURITIZATION TRUST 2025 10.51%
BRIGHTWOOD CAPITAL OFFSHORE FUND V U RN LLC0.51%
FEDERAL NATIONAL MORTGAGE ASSOCIATION0.50%
BHG OWNER LOAN TRUST SERIES 2025-1CON SER 2025-1CON CL A REGD 144A P/P 5.000000000.50%
FR RB53790.50%
Dwight Issuer LLC, Series 2025-FL1, Class A0.50%
HNI Corp SR SER 144A 5.125 1.18.2029 Callable 7/18/2028 @1000.49%
LOANCORE 2021 CRE5 ISSUER LTD0.49%
SWCH COMMERCIAL MORTGAGE TRUST SWCH 2025 DATA A 144A0.49%
STWD 2025-SIF6A A10.49%
NRZT 2025-NQM5 A1 144A FRN 08-25-650.47%
US TREASURY N/B0.46%
Arbor Realty Collateralized Loan Obligation Ltd., Series 2025-BTR1, Class AS0.46%
GOVERNMENT NATIONAL MORTGAGE ASSOCIATION0.46%
HIGHWOODS REALTY0.46%
FEDERAL NATIONAL MORTGAGE ASSOCIATION0.46%
PSP MASTER ISSUER LLC0.46%

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