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WTAIX vs LTMFX

Shared holdings
11
WTAIX covered by LTMFX
3.56%
LTMFX covered by WTAIX
3.56%

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.

WTAIX (Jan. 30, 2026)

SecurityWeight
SALT LAKE CNTY UT HOSP REVENUE SLKMED 02/33 FIXED OID 5.1251.42%
NORTH CAROLINA ST MUNI PWR AGY #1 CATAWBA ELEC REVENUE1.26%
GEORGIA ST LOCAL GOVT COPS1.22%
GNSVLL and HLL GA 5% 10/15/20341.20%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Series 2019C-11.10%
State of Texas1.09%
CLEVELAND ETC PORT1.09%
CENTRL PUGET SOUND WA REGL TRA CEPTRN 02/28 FIXED OID 4.751.09%
MUNIBOND1.02%
PROSPER ISD1.01%
City of Mesa, Series C0.97%
TX TRANSPRTN-C-REF0.96%
TX PRIVATE ACTIVITY-A0.95%
Canadian (County of), OK Educational Facilities Authority (Mustang Public Schools), Series 2023, RB0.95%
ENERGY NW/WPPS 5% 7/1/20330.93%
TX TRANSPRTN-C-REF0.92%
Clark County School District0.92%
Nashville (City of) & Davidson (County of), TN Metropolitan Government Health & Educational Facilities Board (The) (Vanderbilt Univ Medical Center)0.90%
New York Transportation Development Corp., Series 20220.90%
SOUTHEST ENERGY (BP) 5.25% 11/1/35 MT0.90%
Connecticut State Health & Educational Facilities Authority, Series M0.89%
American Municipal Power, Inc., Series 2021A0.89%
State of Illinois Sales Tax, Series 2024C0.88%
Main Street Natural Gas, Inc., Series 2025B0.88%
Southeast Alabama Gas Supply District (The), Series A0.87%
DELAWARE VLY PA REGL FIN AUTH DLVGEN 03/35 FIXED 40.87%
MONTGOMERY CNTY OH HO0.87%
MAIN STR NAT GA 5% MT0.86%
COLORADO ST HLTH FACS AUTH REV REGD V/R B/E 5.000000000.86%
City of Chicago, Series A0.86%
Clark County School District No 114 Evergreen0.86%
LAS VEGAS VALLEY WATER DISTRICT 4.0% 06-01-370.85%
SLT LAKE U 5% 7/1/2032 @0.85%
State of Illinois, Series D0.85%
ROCHSTR MN HLTH 4% 11/15/20390.84%
Idaho Housing & Finance Association0.84%
MAIN STR NAT GA 4% 07/01/2052 MT0.83%
CHIC IL OHARE SER D 5% 1/1/34@0.83%
St. John the Baptist (Parish of), LA (Marathon Oil Corp.), Series 2017, Ref. RB0.82%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Series 2022A-10.82%
UNIV OF ILLINOIS IL REVENUES0.82%
PIEDMONT MUNI PWR AGY0.79%
SALT LAKE CNTY UT HOSP REVENUE0.79%
State of Connecticut0.79%
New York State Dormitory Authority0.77%
Clifton Higher Education Finance Corp0.76%
PHILADELPHIA HOSP-REF0.76%
NY MTA TRANSP 5% 11/15/20390.75%
DENVER CO ARPT 5% 12/1/2031 @0.72%
County of Carter TN0.71%

LTMFX (March 31, 2026)

SecurityWeight
MAIN STR NAT GA 5% MT2.04%
TEXAS ST MUNI GAS ACQUISITION& SPLY CORP III GAS SPLY REVEN1.95%
NJ TRANSP 5% 6/15/271.42%
MAIN STR NAT GA 4% 9/1/20521.40%
MAIN STR NAT GA 5% MT1.31%
MAIN STR NAT GA 5% MT1.25%
State of Illinois, Series D1.25%
TN ENERGY ACQ CORP-A1.20%
NY HSG FIN AGY-A1.14%
TEXAS ST MUNI GAS ACQUISITION TXSUTL 12/30 FIXED 51.12%
PORT PORT ARTHUR TX NAV DIST VAR-MOTIVA ENTERPRISES PJ-A1.05%
PEFA INC VAR0.93%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Series 2022A-10.89%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 C, RB0.84%
TN TGYPWR 12/01/20510.70%
NYC-F-50.68%
IN FIN HSR 0% 10/1/20600.68%
Maricopa County Industrial Development Authority, Banner Health, Series 2023A30.65%
BLACK BELT ENERGY GAS VAR0.65%
PENNSYLVANIA ST ECON DEV FING PASMED 03/60 ADJUSTABLE VAR0.63%
CALIFORNIA COMMUNITY VAR0.62%
MS BUS FIN-G-CHEVRON0.61%
OREGON ST HLTH & SCIENCE UNIV REVENUE0.60%
MAIN STR NAT GA 4% 07/01/2052 MT0.60%
CTR PLN ENG GAS 5% MT0.57%
BLACK BELT ENERGY GAS VAR0.57%
Main Street Natural Gas, Inc., Series 2025B0.57%
PATRIOTS EN GRP 5.25% MT0.51%
CONNECTICUT ST SPL TAX OBLIG REVENUE0.50%
CMWLTH FING AUTH PA TOBACCO MASTER SETTLEMENT PAYMENT REV0.49%
Black Belt Energy Gas District0.49%
FT BEND TX ISD 4% 8/1/20540.48%
State of Illinois, Series D0.47%
TX MUNI GAS ACQ VI0.47%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Refunding Series 2024A-10.45%
California Community Choice Financing Authority, Series 2023 E-10.41%
State of Connecticut, Series 2016B0.41%
NJ TRANSP 5% 12/15/20280.40%
Louisville/Jefferson County Metropolitan Government0.40%
Canadian (County of), OK Educational Facilities Authority (Yukon Public Schools), Series 2023, RB0.40%
PENNSYLVANIA ST ECON DEV FING PASDEV 08/37 ADJUSTABLE VAR0.40%
PENNSYLVANIA ST0.40%
Halifax County Industrial Development Authority, Virginia Electric and Power, Series 2010A0.40%
MUNIBOND0.39%
City of Burlington KS0.38%
Energy Southeast A Cooperative District, Series B-10.37%
San Francisco City & County Airport Comm-San Francisco International Airport0.37%
TN SHEMED 5 06/01/20350.36%
CT HSG FIN AUTH-D20.36%
CHARLOTTE-MECKLENBURG NC HOSP CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY/THE0.36%

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