Company profile
Ticker
WMICX, WAMCX, WAIGX, WAMVX, WGROX, WIIGX, WAINX
Exchange
Employees
Incorporated
Location
Fiscal year end
Former names
WASATCH ADVISORS FUNDS INC, WASATCH FUNDS INC
SEC CIK
WMICX stock data
Latest filings (excl ownership)
N-PX
Annual report of proxy voting record
30 Aug 24
N-PX
Annual report of proxy voting record
30 Aug 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
30 May 24
N-CSR
Certified annual shareholder report (management investment company)
6 Dec 23
N-CEN
Annual report (registered investment company)
6 Dec 23
N-PX
Annual report of proxy voting record
31 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
5 Jun 23
DEF 14A
Definitive proxy
2 Jun 23
CORRESP
Correspondence with SEC
29 Mar 23
N-CEN
Annual report (registered investment company)
2 Dec 22
Latest ownership filings
NPORT-P
Wasatch Long/Short Alpha Fund (Sep 2024 report)
4 Nov 24
NPORT-P
Wasatch Micro Cap Fund (Sep 2024 report)
4 Nov 24
NPORT-P
Wasatch Small Cap Value Fund (Sep 2024 report)
4 Nov 24
NPORT-P
Wasatch Micro Cap Value Fund (Sep 2024 report)
4 Nov 24
NPORT-P
Wasatch International Growth Fund (Sep 2024 report)
4 Nov 24
NPORT-P
Wasatch Core Growth Fund (Sep 2024 report)
4 Nov 24
NPORT-P
Wasatch U.S. Select Fund (Sep 2024 report)
4 Nov 24
NPORT-P
Wasatch Frontier Emerging Small Countries Fund (Sep 2024 report)
4 Nov 24
NPORT-P
Wasatch Global Value Fund (Sep 2024 report)
4 Nov 24
NPORT-P
Wasatch Small Cap Growth Fund (Sep 2024 report)
4 Nov 24
Funds
| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| Wasatch Core Growth Fund | WGROX, WIGRX | 5.94 | 1.04 | 3.94 | 4.85 bn | 54 | Sep 2024 |
| Wasatch Emerging India Fund | WAINX, WIINX | 1.32 | 2.68 | 4.73 | 762.50 mm | 33 | Sep 2024 |
| Wasatch Emerging Markets Select Fund | WAESX, WIESX | -2.29 | 8.29 | 2.22 | 466.70 mm | 33 | Sep 2024 |
| Wasatch Emerging Markets Small Cap Fund | WAEMX, WIEMX | -1.44 | 4.06 | 2.97 | 365.94 mm | 50 | Sep 2024 |
| Wasatch Frontier Emerging Small Countries Fund | WAFMX, WIFMX | 0.00 | 7.34 | 1.61 | 40.40 mm | 38 | Sep 2024 |
| Wasatch Global Opportunities Fund | WAGOX, WIGOX | 3.44 | 3.11 | 3.34 | 210.15 mm | 64 | Sep 2024 |
| Wasatch Global Select Fund | WGGSX, WAGSX | 3.64 | 2.35 | 2.30 | 15.25 mm | 33 | Sep 2024 |
| Wasatch Global Value Fund | FMIEX, WILCX | 5.63 | 5.27 | 1.14 | 132.58 mm | 36 | Sep 2024 |
| Wasatch Greater China Fund | WAGCX, WGGCX | -3.94 | 1.21 | 20.74 | 4.63 mm | 33 | Sep 2024 |
| Wasatch International Growth Fund | WAIGX, WIIGX | 5.36 | 3.03 | 2.95 | 300.19 mm | 60 | Sep 2024 |
| Wasatch International Opportunities Fund | WAIOX, WIIOX | 4.75 | 0.78 | 2.17 | 148.28 mm | 66 | Sep 2024 |
| Wasatch International Select Fund | WGISX, WAISX | 5.60 | 4.17 | 1.53 | 4.09 mm | 32 | Sep 2024 |
| Wasatch Long/Short Alpha Fund | WALSX, WGLSX | 6.54 | 1.26 | 0.89 | 107.00 mm | 114 | Sep 2024 |
| Wasatch Micro Cap Fund | WMICX, WGICX | 9.33 | -1.24 | 1.00 | 682.62 mm | 73 | Sep 2024 |
| Wasatch Micro Cap Value Fund | WAMVX, WGMVX | 9.21 | 0.77 | 0.51 | 329.38 mm | 73 | Sep 2024 |
| Wasatch Small Cap Growth Fund | WAAEX, WIAEX | 4.46 | 2.01 | 2.72 | 2.16 bn | 49 | Sep 2024 |
| Wasatch Small Cap Value Fund | WMCVX, WICVX | 9.01 | -1.86 | 1.38 | 1.66 bn | 57 | Sep 2024 |
| Wasatch U.S. Select Fund | WAUSX, WGUSX | 3.88 | 2.28 | 1.86 | 26.63 mm | 35 | Sep 2024 |
| Wasatch Ultra Growth Fund | WAMCX, WGMCX | 5.05 | 1.72 | 0.96 | 968.53 mm | 63 | Sep 2024 |
| Wasatch-Hoisington U.S. Treasury Fund | WHOSX | 2.63 | 3.63 | 1.54 | 185.66 mm | 6 | Sep 2024 |