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WVAIX vs DFDPX

Shared holdings
12
WVAIX covered by DFDPX
36.07%
DFDPX covered by WVAIX
36.07%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 31 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

WVAIX (March 31, 2026)

SecurityWeight
DANAHER CORP8.15%
THERMO FISHER SCIENTIFIC INC5.96%
ALPHABET INC CL C5.78%
MICROSOFT CORP5.60%
VISA INC-CLASS A5.53%
AMAZON.COM INC5.05%
BERKSHIRE HATH-B4.96%
MASTERCARD INC CL A4.93%
VULCAN MATERIALS CO4.77%
ANALOG DEVICES INC4.73%
META PLATFORMS INC CL A4.55%
AON PLC-CLASS A4.37%
IDEX CORPORATION3.62%
JPM-US GV MM-L3.62%
EQUIFAX INC3.44%
GLOBAL PAYMENTS INC2.30%
ACCENTURE PLC-A2.21%
MERCADOLIBRE INC2.20%
BIO-TECHNE CORP2.04%
OLD DOMINION FRT2.02%
SALESFORCE INC1.98%
IDEXX LABS INC1.79%
COSTAR GROUP INC1.70%
CONSTELLATION SOFTWARE INC1.54%
ORACLE CORP1.29%
ASML Holding NV - NY Reg Shares1.16%
U.S. Treasury Bills1.11%
TAIWAN SEMIC MFG CO LTD SP ADR1.08%
INGERSOLL RAND INC0.99%
NVIDIA CORP0.97%
HEICO CORP CL A0.57%

DFDPX (March 31, 2026)

SecurityWeight
AMAZON.COM INC6.95%
ALPHABET INC CL C6.51%
VISA INC-CLASS A4.84%
MASTERCARD INC CL A4.82%
MICROSOFT CORP4.15%
HEICO CORP CL A4.05%
MONOLITHIC POWER SYS INC3.73%
TRANSDIGM GROUP INC3.58%
VULCAN MATERIALS CO3.30%
MOTOROLA SOLUTIONS INC3.05%
ASML Holding NV - NY Reg Shares2.85%
DANAHER CORP2.83%
CBRE GROUP INC - CL A2.78%
UBER TECHNOLOGIES INC2.66%
NETFLIX INC2.63%
MOODYS CORP2.56%
WASTE CONNECTIONS INC2.54%
PROCORE TECHNOLOGIES INC2.51%
APPLE INC2.50%
GUIDEWIRE SOFTWARE INC2.50%
VEEVA SYSTEMS-A2.49%
CADENCE DESIGN SYSTEMS INC2.47%
PERIMETER SOLUTIONS SA2.45%
TYLER TECHNOLOGIES INC2.44%
INTUITIVE SURGICAL INC2.29%
BROADCOM INC2.28%
SHERWIN WILLIAMS CO2.26%
ECOLAB INC1.82%
S&P GLOBAL INC1.72%
MSCI INC1.72%
KINSALE CAPITAL GROUP INC1.51%
BIO-TECHNE CORP1.46%
THERMO FISHER SCIENTIFIC INC1.12%
COSTAR GROUP INC0.99%
AMPHENOL CORPORATION CL A0.95%
COPART INC0.50%
SERVICENOW INC0.11%
FIRST AM-TR OB-X0.09%

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