Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
WDIIX vs ARDGX
Shared holdings
19
WDIIX covered by ARDGX
36.58%
ARDGX covered by WDIIX
36.58%
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.
WDIIX (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% |
ARDGX (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| MONEY MARKET FUND | 4.31% | |
| GILEAD SCIENCES INC | 3.45% | |
| JPMORGAN CHASE and CO | 3.10% | |
| KINDER MORGAN INC | 3.09% | |
| MANULIFE FIN | 2.99% | |
| REGIONS FINANCIAL CORP | 2.88% | |
| COCA COLA FEMSA S A B SPON ADR REP L | 2.86% | |
| AMERICAN ELECTRIC POWER CO INC | 2.85% | |
| JOHNSON&JOHNSON | 2.83% | |
| FORD MOTOR CO | 2.77% | |
| IRON MOUNTAIN INC | 2.77% | |
| LOCKHEED MARTIN CORP | 2.75% | |
| PFIZER INC | 2.73% | |
| BROADCOM INC | 2.72% | |
| CITIZENS FINANCIAL GROUP INC | 2.66% | |
| MERCK & CO | 2.60% | |
| EXELON CORP | 2.28% | |
| VERIZON COMMUNICATIONS INC | 2.28% | |
| SOUTHERN CO | 2.18% | |
| DUKE ENERGY CORP NEW | 2.18% | |
| TARGET CORP | 2.16% | |
| BANK OF AMERICA CORPORATION | 2.04% | |
| BRISTOL-MYERS SQUIBB CO | 2.04% | |
| CHEVRON CORP | 2.00% | |
| CONSOLIDATED EDISON INC | 1.99% | |
| WP CAREY INC | 1.94% | |
| COMMSTCK | 1.92% | |
| UNITED PARCEL SERVICE INC CL B | 1.90% | |
| PEPSICO INC | 1.89% | |
| TRUIST FINL CORP | 1.86% | |
| NISOURCE INC | 1.86% | |
| ONEOK INC | 1.84% | |
| GENUINE PARTS CO | 1.80% | |
| KRAFT HEINZ CO/T | 1.77% | |
| ABBVIE INC | 1.74% | |
| VICI PROPERTIES | 1.73% | |
| CVS HEALTH CORP | 1.67% | |
| CME GROUP INC CL A | 1.57% | |
| CLOROX CO | 1.49% | |
| HEALTHPEAK PROPERTIES INC | 1.42% | |
| DELL TECHNOLOGIES INC CL C | 1.31% | |
| VALERO ENERGY CORP | 1.21% | |
| CROWN CASTLE INC | 1.06% | |
| UNITEDHEALTH GRP | 0.96% | |
| EXTRA SPACE STORAGE INC | 0.89% | |
| PEOPLES FIN SVCS | 0.88% | |
| EOG RESOURCES INC | 0.81% |
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