WSEFX Holdings Information

WSEFX is a mutual fund with a total of 70 individual holdings. The top holdings are Apple stock at 11.16%, Microsoft at 10.06%, Alphabet at 6.80%, JPMorgan Chase & Co. at 5.14%, and Visa Inc. at 4.33%.

Total Holdings

Top 10 Percentage

52.77%

Asset Class

Equity

Fund Category

Large Blend

Assets

215.00M

Forward PE Ratio

22.03

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	AAPL	Apple Inc.	11.16%	87,895
2	MSFT	Microsoft Corporation	10.06%	44,545
3	GOOG	Alphabet Inc.	6.80%	46,390
4	JPM	JPMorgan Chase & Co.	5.14%	34,190
5	V	Visa Inc.	4.33%	26,450
6	NVDA	NVIDIA Corporation	3.92%	44,970
7	GOOGL	Alphabet Inc.	3.53%	24,135
8	AMAT	Applied Materials, Inc.	2.88%	24,020
9	CSCO	Cisco Systems, Inc.	2.55%	70,970
10	ACN	Accenture plc	2.40%	19,175
11	SYK	Stryker Corporation	2.36%	14,370
12	CB	Chubb Limited	2.34%	16,070
13	JNJ	Johnson & Johnson	2.34%	24,210
14	DE	Deere & Company	2.21%	10,145
15	HUBB	Hubbell Incorporated	1.93%	9,295
16	AZO	AutoZone, Inc.	1.87%	1,180
17	COP	ConocoPhillips	1.86%	42,665
18	UNP	Union Pacific Corporation	1.78%	16,485
19	BKNG	Booking Holdings Inc.	1.71%	685
20	ADP	Automatic Data Processing, Inc.	1.65%	13,755
21	UNH	UnitedHealth Group Incorporated	1.61%	10,450
22	KLAC	KLA Corporation	1.61%	2,835
23	PEP	PepsiCo, Inc.	1.61%	23,980
24	AXP	American Express Company	1.60%	9,285
25	ROST	Ross Stores, Inc.	1.51%	17,930

Showing 25 of 70 holdings

Subscribe to see the full list

Activate Now

As of Dec 31, 2025