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WDGF vs XLI

Shared holdings
9
WDGF covered by XLI
17.39%
XLI covered by WDGF
17.39%

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.

WDGF (March 31, 2026)

SecurityWeight
BOEING CO/THE5.25%
GENERAL DYNAMICS CORPORATION5.16%
PALANTIR TECHNOLOGIES INC5.12%
RTX CORP5.08%
BAE SYSTEMS PLC5.06%
RHEINMETALL AG4.99%
NORTHROP GRUMMAN CORP4.95%
LOCKHEED MARTIN CORP4.95%
L3HARRIS TECHNOLOGIES INC3.94%
THALES SA3.65%
TRANSDIGM GROUP INC2.62%
HANWHA AEROSPACE2.61%
ELBIT SYSTEMS LTD2.54%
ROLLS-ROYCE HOLDINGS PLC2.33%
LEONARDO SPA2.16%
SAAB AB-B2.05%
BHARAT ELECTRON1.93%
CSG NV1.89%
DASSAULT AVIATION SA1.70%
HEICO CORP1.59%
CURTISS WRIGHT CORPORATION1.55%
HINDUSTAN AERONAUTICS LTD COMMON STOCK1.49%
ROCKET LAB CORP1.49%
KONGSBERG GRUPP1.44%
BWX TECHNOLOGIES INC1.17%
SINGAP TECH ENG1.04%
HUNTINGTON INGALLS INDUSTRIES INC0.95%
WOODWARD INC0.92%
HANWHA SYSTEMS C0.89%
ROTEM CO0.84%
LEIDOS HOLDINGS INC0.80%
KRATOS DEFENSE and SEC SOLTN INC0.76%
CACI INTL-A0.72%
LEONARDO DRS INC0.72%
AEROVIRONMENT INC0.67%
KOREA AEROSPACE0.67%
KARMAN HOLDINGS INC0.65%
HENSOLDT AG0.60%
NEXT VISION STAB0.57%
LIG NEX1 CO LTD0.54%
DREY INST PREF GOV MM-M0.52%
MAZAGON DOCK SHI0.49%
TTM TECHNOLOGIES INC0.48%
BABCOCK INTL GRP0.45%
CAE INC0.43%
INDRA SISTEMAS0.43%
TKMS AG& CO KGAA0.42%
AMENTUM HOLDINGS INC0.41%
BOOZ ALLEN HAMILTON HLDG CL A0.40%
PLANET LABS PBC A0.38%

XLI (March 31, 2026)

SecurityWeight
CATERPILLAR INC6.53%
GENERAL ELECTRIC CO5.90%
RTX CORP5.13%
GE VERNOVA LLC4.66%
BOEING CO/THE3.10%
UBER TECHNOLOGIES INC2.93%
UNION PACIFIC CORP2.85%
HONEYWELL INTL INC2.84%
DEERE & CO2.81%
EATON CORP PLC2.75%
LOCKHEED MARTIN CORP2.42%
PARKER HANNIFIN CORP2.24%
VERTIV HOLDINGS CO1.90%
HOWMET AEROSPACE INC1.83%
TRANE TECHNOLOGIES PLC1.83%
NORTHROP GRUMMAN CORP1.80%
GENERAL DYNAMICS CORPORATION1.73%
WASTE MANAGEMENT INC1.69%
QUANTA SVCS INC1.62%
AUTOMATIC DATA PROCESSING INC1.62%
JOHNSON CONTROLS INTERNATIONAL PLC1.59%
FEDEX CORP1.53%
3M CO1.52%
CSX CORP1.51%
CUMMINS INC1.47%
EMERSON ELECTRIC CO1.46%
UNITED PARCEL SERVICE INC CL B1.44%
ILLINOIS TOOL WORKS INC1.35%
TRANSDIGM GROUP INC1.30%
L3HARRIS TECHNOLOGIES INC1.28%
NORFOLK SOUTHERN CORP1.28%
PACCAR INC1.20%
CINTAS CORP1.14%
FASTENAL CO1.06%
AMETEK INC NEW0.98%
COMFORT SYSTEMS USA INC0.96%
WW GRAINGER INC0.95%
UNITED RENTALS INC0.91%
CARRIER GLOBAL CORP0.88%
REPUBLIC SVCS0.87%
DELTA AIR LI0.86%
WESTINGHOUSE AIR BRAKE TECH CORP0.84%
ROCKWELL AUTOMATION INC0.80%
OLD DOMINION FRT0.71%
AXON ENTERPRISE INC0.66%
EMCOR GROUP INC0.65%
OTIS WORLDWIDE CORP0.59%
UNITED AIRLINES HOLDINGS INC0.59%
PAYCHEX INC0.59%
COPART INC0.59%

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