<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>WSML filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of WSML compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.</description><link>https://themulden.com/</link><language>en</language><item><title>WSML: filing for 2026-05-31 -- 227 added, 85 dropped, turnover 13.6%</title><link>https://themulden.com/funds/wsml/</link><guid isPermaLink="true">https://themulden.com/funds/wsml/</guid><description>3,369 positions became 3,511: 227 added (3.73% of the fund), 85 dropped (3.87%). Turnover proxy 13.6%. Largest increases: SANDISK CORPORATION 0.85% to 2.18%; STERLING INFRASTRUCTURE, INC. 0.13% to 0.25%; Furukawa Electric Co., Ltd. 0.13% to 0.21%; DigitalOcean Holdings, Inc. 0.04% to 0.11%; MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. 0.16% to 0.23%; Resonac Holdings Corporation 0.13% to 0.2%. Largest decreases: COEUR MINING, INC. 0.17% to 0%; ROYAL GOLD, INC. 0.24% to 0.18%; TENET HEALTHCARE CORPORATION 0.2% to 0.14%; HUNTINGTON INGALLS INDUSTRIES, INC. 0.16% to 0.11%; HECLA MINING COMPANY 0.16% to 0.11%; FIRST MAJESTIC SILVER CORP. 0.13% to 0.08%. New: NUTANIX, INC. (0.12%), DYNATRACE, INC. (0.12%), EQUITY LIFESTYLE PROPERTIES, INC. (0.1%), THE J. M. SMUCKER COMPANY (0.1%), AMERICAN HOMES 4 RENT (0.1%), DOCUSIGN, INC. (0.1%). Gone: Lumentum Holdings Inc (0.48%), Coherent Corp (0.38%), FTAI Aviation Ltd (0.3%), Curtiss-Wright Corp (0.25%), Casey&apos;s General Stores Inc (0.24%), Exact Sciences Corp (0.19%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Jul 2026 12:00:00 GMT</pubDate></item><item><title>WSML: filing for 2026-02-28 -- 59 added, 58 dropped, turnover 9.7%</title><link>https://themulden.com/funds/wsml/</link><guid isPermaLink="true">https://themulden.com/funds/wsml/</guid><description>3,368 positions became 3,369: 59 added (0.62% of the fund), 58 dropped (1.55%). Turnover proxy 9.7%. Largest increases: Sandisk Corp/DE 0.32% to 0.85%; Lumentum Holdings Inc 0.24% to 0.48%; FTAI Aviation Ltd 0.18% to 0.3%; Coherent Corp 0.27% to 0.38%; Moderna Inc 0.09% to 0.18%; Furukawa Electric Co Ltd 0.05% to 0.13%. Largest decreases: Unity Software Inc 0.14% to 0.06%; Guidewire Software Inc 0.19% to 0.12%; Medpace Holdings Inc 0.15% to 0.1%; Hims &amp;amp; Hers Health Inc 0.07% to 0.02%; Corcept Therapeutics Inc 0.08% to 0.03%; Lyft Inc 0.1% to 0.05%. New: Versant Media Group Inc (0.05%), Liberty Live Holdings Inc (0.05%), Indivior Pharmaceuticals Inc (0.03%), Seiko Group Corp (0.02%), Micronics Japan Co Ltd (0.02%), Liberty Live Holdings Inc (0.02%). Gone: Comerica Inc (0.11%), Frontier Communications Parent Inc (0.1%), Dayforce Inc (0.1%), Omnicom Group Inc (0.09%), Avidity Biosciences Inc (0.08%), Pinnacle Financial Partners Inc (0.08%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 23 Apr 2026 12:00:00 GMT</pubDate></item><item><title>WSML: filing for 2025-11-30 -- 234 added, 134 dropped, turnover 12.4%</title><link>https://themulden.com/funds/wsml/</link><guid isPermaLink="true">https://themulden.com/funds/wsml/</guid><description>3,268 positions became 3,368: 234 added (4.64% of the fund), 134 dropped (4.45%). Turnover proxy 12.4%. Largest increases: BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES 0.17% to 0.44%; Sandisk Corp/DE 0.08% to 0.32%; Lumentum Holdings Inc 0.1% to 0.24%; Coherent Corp 0.15% to 0.27%; Exact Sciences Corp 0.09% to 0.2%; HSBC Bank PLC 0% to 0.07%. Largest decreases: Sprouts Farmers Market Inc 0.15% to 0.09%; Stride Inc 0.08% to 0.03%; Duolingo Inc 0.11% to 0.07%; Celsius Holdings Inc 0.11% to 0.07%; CarMax Inc 0.1% to 0.06%; Core &amp;amp; Main Inc 0.13% to 0.1%. New: Akamai Technologies Inc (0.13%), Revvity Inc (0.13%), Camden Property Trust (0.12%), Crown Holdings Inc (0.12%), FactSet Research Systems Inc (0.11%), BioMarin Pharmaceutical Inc (0.11%). Gone: Insmed Inc (0.28%), Comfort Systems USA Inc (0.27%), Astera Labs Inc (0.26%), Flex Ltd (0.23%), Credo Technology Group Holding Ltd (0.2%), Ciena Corp (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 23 Jan 2026 12:00:00 GMT</pubDate></item><item><title>WSML: filing for 2025-08-31 -- 210 added, 148 dropped, turnover 14.5%</title><link>https://themulden.com/funds/wsml/</link><guid isPermaLink="true">https://themulden.com/funds/wsml/</guid><description>3,206 positions became 3,268: 210 added (7.23% of the fund), 148 dropped (4.31%). Turnover proxy 14.5%. Largest increases: Insmed Inc 0.14% to 0.28%; Credo Technology Group Holding Ltd 0.11% to 0.2%; Bloom Energy Corp 0.05% to 0.12%; MP Materials Corp 0.04% to 0.1%; Comfort Systems USA Inc 0.21% to 0.27%; EchoStar Corp 0.03% to 0.1%. Largest decreases: Duolingo Inc 0.22% to 0.11%; Square Enix Holdings Co Ltd 0.12% to 0.06%; Sprouts Farmers Market Inc 0.21% to 0.15%; Toyo Suisan Kaisha Ltd 0.12% to 0.07%; Liberty Broadband Corp 0.13% to 0.08%; Kyudenko Corp 0.07% to 0.02%. New: Astera Labs Inc (0.26%), Manhattan Associates Inc (0.14%), Viatris Inc (0.13%), Roku Inc (0.13%), Skyworks Solutions Inc (0.12%), Stanley Black &amp;amp; Decker Inc (0.12%). Gone: Tapestry Inc (0.22%), IHI Corp (0.18%), SoFi Technologies Inc (0.16%), Affirm Holdings Inc (0.15%), United States Steel Corp (0.14%), Ryohin Keikaku Co Ltd (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Oct 2025 12:00:00 GMT</pubDate></item></channel></rss>