Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
WDIIX vs CHDEX
Shared holdings
20
WDIIX covered by CHDEX
38.79%
CHDEX covered by WDIIX
38.79%
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% |
CHDEX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| JOHNSON&JOHNSON | 4.16% | |
| NEXTERA ENERGY INC | 3.45% | |
| RTX CORP | 3.42% | |
| CITIGROUP INC | 3.30% | |
| CISCO SYSTEMS INC | 3.26% | |
| Novartis AG | 3.23% | |
| TRAVELERS COS IN | 3.16% | |
| MORGAN STANLEY | 3.13% | |
| CONOCOPHILLIPS | 3.12% | |
| CHUBB LTD | 3.08% | |
| GENERAL DYNAMICS CORPORATION | 2.99% | |
| BANK OF AMERICA CORPORATION | 2.92% | |
| DUKE ENERGY CORP NEW | 2.91% | |
| AT&T INC | 2.88% | |
| JOHNSON CONTROLS | 2.86% | |
| JPMORGAN CHASE and CO | 2.85% | |
| EXXON MOBIL CORP | 2.80% | |
| SIEMENS AG-SPONS ADR DEPOSITARY RECEIPT | 2.75% | |
| MERCK & CO | 2.73% | |
| PHILIP MORRIS INTL INC | 2.60% | |
| CHEVRON CORP | 2.47% | |
| MEDTRONIC PLC | 2.42% | |
| LOWES COS INC | 2.31% | |
| BROADCOM INC | 2.27% | |
| UNILEVER PLC-SPONSORED ADR DEPOSITARY RECEIPT | 2.20% | |
| ALTRIA GROUP INC | 1.86% | |
| TARGET CORP | 1.83% | |
| VICI PROPERTIES | 1.82% | |
| MICROSOFT CORP | 1.80% | |
| GENUINE PARTS CO | 1.71% | |
| TRUIST FINL CORP | 1.63% | |
| CROWN CASTLE INC | 1.49% | |
| HEALTHPEAK PROPERTIES INC | 1.43% | |
| UNITED PARCEL SERVICE INC CL B | 1.41% | |
| COMCAST CORP CL A | 1.38% | |
| PFIZER INC | 1.31% | |
| DOW INC | 1.23% | |
| RESTAURANT BRANDS INTERNATIONAL INC | 1.21% | |
| UNITEDHEALTH GRP | 1.15% | |
| BCE INC | 1.07% | |
| OMNICOM GROUP INC | 1.04% | |
| DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT | 1.01% | |
| QUALCOMM INC | 0.93% | |
| BECTON DICKINSON and CO | 0.87% | |
| US ULTRA BOND CBT Sep25 | 0.51% |
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