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WITAX vs SMMU

Shared holdings
8
WITAX covered by SMMU
3.40%
SMMU covered by WITAX
3.40%

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.

WITAX (March 31, 2026)

SecurityWeight
US TREASURY N/B5.86%
IPMI 3 LLC 3.900%, Due 12/01/20284.92%
IOWA FIN AUTH SINGLE FAMILY MTG REV VAR, Due 1/1/20493.62%
UTAH HSG CORP TEMS 2021 2.5%, DUE 8/21/513.03%
Tarrant County Cultural Education Facilities Finance Corp., Baylor Scott and White Health Project, Series 2024B2.99%
PUBLIC FIN AUTH WI EDUCTNL FAC REVENUE2.69%
Tarrant County Cultural Education Facilities Finance Corp., Series 2011C2.69%
KNOXVILLE TN CMNTY DEV CORP MF REVENUE2.68%
NY LSLPWR 09/01/20512.60%
CT ST HLTH & EDU-A-42.48%
DOUGLAS CNTY NEB SAN & IMPT DIST NO 425 4.9%, Due 11/1/20332.45%
NYC MUNI WTR FIN-BB-22.39%
GEORGIA POWER CO 1.8% 09-01-292.16%
NEW HAMPSHIRE ST HSG FIN AUTH SINGLE FAMILY 6%, DUE 07/01/20512.09%
SOUTH CAROLINA ST JOBS-ECON DEV AUTH SOL WST DISP REVENUE1.79%
NASHVILLE & DAVIDSON1.70%
SOUTHERN BOONE CNTY MO R-I SCHDIST GO BLDG 6%, Due 3/1/20441.70%
OHIO ST HSG FIN AGY RSDL MTGE REVENUE1.70%
NYC HSG DEV CORP-F-2A1.50%
King County Public Hospital District No 2, Series 2024, GO Bonds1.49%
Dallas Fort Worth International Airport 5.25%, DUE 11/1/20441.46%
NEVADA HSG DIV SINGLE FAMILY MTG REV 7%, Due 4/1/20491.42%
City of Fort Worth TX 5.5%, DUE 3/1/20441.40%
RALEIGH N C HSG AUTH MULTIFAMILY REV BDS 2025 VAR, Due 01/01/20441.33%
FED HOME LN MTG CORP MULTIFAMILY VAR RATE CTFS VAR 11/25/20421.22%
FLORIDA ST HSG FIN CORP MF MTGE REVENUE1.20%
KING CNTY WA SWR REVENUE COUNTY OF KING WA SEWER REVENUE1.20%
State of Ohio1.20%
MS ST HOME SF 5.50% 6/1/20451.18%
ILLINOIS ST FIN AUTH REVENUE REGD V/R B/E 3.789000001.16%
Denver Urban Renewal Authority, Colorado, Tax Increment Revenue Bonds, 9th and Colorado Urban Redevelopement Area, Series 2018A1.14%
NEBRASKA ST INVESTMENT FIN AUT NE INVESTMENT FIN AUT1.06%
SAN ANTONIO TX ELEC GAS REVE SANUTL 12/45 ADJUSTABLE VAR1.04%
GEORGIA POWER CO 2.2% 10-01-321.01%
Nevada Housing Division0.97%
LA PAZ CNTY INDL DEV AUTHARPT FACS 7.000% Due 11/15/20380.93%
Chambers County Texas Impt Dist #1 2.0%, Due 09/01/20270.86%
Chambers County Texas Impt Dist #1 2.0%, Due 09/01/20280.83%
Chambers County Texas Impt Dist #1 2.0%, Due 09/01/20290.81%
DALLAS-FORT WORTH TX INTERNATIONAL ARPT REVENUE0.81%
State of NY Mortgage Agency Homeowner Mortgage Rev 3%, DUE 10/01/20390.71%
COLUMBUS HSG RE 3.19% 6/1/2044 MT0.66%
City of Austin TX 5%, DUE 09/01/20430.65%
UT UTSMFH 03/01/20450.64%
ORLANDO UTILITIES COM VAR0.63%
WYOMING CMNTY DEV AUTH HSG 3.2%, Due 12/10/20410.62%
MHP LEE I LLC (MPT) 3.5% 12-01-420.60%
TRIBOROUGH NY BRIDGE & TUNNEL AUTH PAYROLL MOBILITY TAX0.60%
Village Community Development District No 70.57%
EHOVE Joint Vocational School District 5.5%, DUE 12/1/20410.57%

SMMU (March 31, 2026)

SecurityWeight
US TREASURY N/B2.48%
US TREASURY N/B2.01%
CONNECTICUT ST HLTH & EDUCTNL FACS AUTH REVENUE1.92%
Federal Home Loan Bank Discount Notes1.69%
NYC MUNI WTR-AA1-ADJ1.48%
FORT BEND TX INDEP SCH DIST REGD V/R B/E PSF-GTD 3.800000001.37%
US TREASURY N/B1.32%
Miami-Dade (County of), FL Housing Finance Authority (Amber Station), Series 2025, RB1.21%
CT ST HLTH & EDU-A-41.20%
Massachusetts Development Finance Agency1.06%
Harris County Cultural Education Facilities Finance Corp., Series 2021, RB0.97%
Federal Home Loan Bank (FHLB)0.97%
US TREASURY N/B0.96%
NYC WTR VAR 6/15/20330.96%
GA PWR - SOUTHERN CO 18-1 V10.96%
NEW YORK NY REGD V/R B/E 2.650000000.96%
Federal Home Loan Bank (FHLB)0.95%
MO HSG DEV COMM-D0.91%
Black Belt Energy Gas District (The), Series 2022 B-1, RB0.85%
FED HM LN BK BD 7/29/20220.84%
E BAY MUD-B-REV-REF0.81%
U.S. Treasury Bills0.80%
District of Columbia, Series 2025 A, Ref. RB0.79%
State of Illinois, Series 20200.79%
WSTRN MI UNIV WMIHGR 11/28 FIXED 50.76%
DALLAS TX ISD 5% 2/15/2055 MT0.71%
PPP METROPOLITAN LLC (MPT) 2.99% 10-01-420.70%
STATE OF CALIFORNIA0.68%
Highlands County Health Facilities Authority0.67%
U.S. Treasury Bills0.67%
NYC MUNI WTR FIN-BB-20.62%
FED HM LN BK BD 5/15/20260.62%
FHLB0.61%
Tarrant County Cultural Education Facilities Finance Corp., Baylor Scott and White Health Project, Series 2024B0.60%
TRIBOROUGH NY BRIDGE TUNNEL TRBTRN 03/28 FIXED 50.60%
LAS VARAS PUBLIC FAC CORP TX M LAVMFH 05/43 ADJUSTABLE VAR0.58%
CHARLOTTE MECKLENBURG NC HOSP CHAMED 01/37 ADJUSTABLE VAR0.58%
U.S. Treasury Bills0.57%
UNIV OF COLORADO CO ENTERPRISE UCOHGR 10/28 FIXED 50.56%
MASSACHUSETTS ST SPL OBLG DEDI MASGEN 01/34 FIXED 5.50.55%
Public Energy Auth. of Kentucky Gas Supply Rev. Refg. C0.55%
U.S. Treasury Bills0.55%
CHITTENANGO NY CENTRL SCH DIST CGOSCD 06/26 FIXED 40.53%
City of Burlington KS0.53%
Inlivian, Series 20250.52%
ST PAUL HSG & REDEV0.52%
State of North Carolina, Series 20250.52%
ILLINOIS ST FIN AUTH REVENUE ILSGEN 08/31 FIXED 50.52%
OH NWIDE CHILDRENS 22B Q=JP V10.50%
ENERGY N W WA ELEC REVENUE ENEPWR 07/27 FIXED 50.49%

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