Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
WASATCH ADVISORS FUNDS INC, WASATCH FUNDS INC
SEC CIK
Latest filings (excl ownership)
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
N-CSR
Certified annual shareholder report (management investment company)
1 Dec 22
N-PX
Annual report of proxy voting record
31 Aug 22
Latest ownership filings
NPORT-P
Wasatch Emerging India Fund (Mar 2024 report)
6 May 24
NPORT-P
Wasatch International Opportunities Fund (Mar 2024 report)
6 May 24
NPORT-P
Wasatch International Growth Fund (Mar 2024 report)
6 May 24
NPORT-P
Wasatch Emerging Markets Small Cap Fund (Mar 2024 report)
6 May 24
NPORT-P
Wasatch-Hoisington U.S. Treasury Fund (Mar 2024 report)
6 May 24
NPORT-P
Wasatch Global Opportunities Fund (Mar 2024 report)
6 May 24
NPORT-P
Wasatch U.S. Select Fund (Mar 2024 report)
6 May 24
NPORT-P
Wasatch Long/Short Alpha Fund (Mar 2024 report)
6 May 24
NPORT-P
Wasatch Small Cap Value Fund (Mar 2024 report)
6 May 24
NPORT-P
Wasatch Core Growth Fund (Mar 2024 report)
6 May 24
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Wasatch Core Growth Fund | WGROX, WIGRX | -3.16 | 6.96 | 0.87 | 4.35 bn | 56 | Mar 2024 |
Wasatch Emerging India Fund | WAINX, WIINX | -2.40 | 0.33 | 0.49 | 606.09 mm | 33 | Mar 2024 |
Wasatch Emerging Markets Select Fund | WAESX, WIESX | -6.97 | 3.05 | 1.97 | 458.49 mm | 34 | Mar 2024 |
Wasatch Emerging Markets Small Cap Fund | WAEMX, WIEMX | -4.59 | 3.26 | -1.50 | 346.55 mm | 49 | Mar 2024 |
Wasatch Frontier Emerging Small Countries Fund | WAFMX, WIFMX | -0.64 | 5.08 | 0.91 | 38.55 mm | 35 | Mar 2024 |
Wasatch Global Opportunities Fund | WAGOX, WIGOX | -5.46 | 5.54 | -0.46 | 203.20 mm | 66 | Mar 2024 |
Wasatch Global Select Fund | WGGSX, WAGSX | -4.63 | 4.11 | 1.25 | 16.53 mm | 35 | Mar 2024 |
Wasatch Global Value Fund | FMIEX, WILCX | -0.95 | 0.90 | 4.51 | 150.57 mm | 36 | Mar 2024 |
Wasatch Greater China Fund | WAGCX, WGGCX | -13.79 | 8.55 | -0.12 | 4.16 mm | 32 | Mar 2024 |
Wasatch International Growth Fund | WAIGX, WIIGX | -4.95 | 0.04 | 1.17 | 385.70 mm | 63 | Mar 2024 |
Wasatch International Opportunities Fund | WAIOX, WIIOX | -1.75 | 0.97 | 0.00 | 295.30 mm | 67 | Mar 2024 |
Wasatch International Select Fund | WGISX, WAISX | -4.36 | 1.89 | 1.68 | 4.39 mm | 25 | Mar 2024 |
Wasatch Long/Short Alpha Fund | WALSX, WGLSX | -0.11 | 10.28 | 0.48 | 92.70 mm | 117 | Mar 2024 |
Wasatch Micro Cap Fund | WMICX, WGICX | -1.90 | 9.91 | 2.78 | 671.76 mm | 79 | Mar 2024 |
Wasatch Micro Cap Value Fund | WAMVX, WGMVX | -2.82 | 7.63 | 2.55 | 318.30 mm | 78 | Mar 2024 |
Wasatch Small Cap Growth Fund | WAAEX, WIAEX | -2.85 | 5.79 | 1.24 | 2.34 bn | 50 | Mar 2024 |
Wasatch Small Cap Value Fund | WMCVX, WICVX | -2.67 | 6.93 | 2.57 | 1.54 bn | 59 | Mar 2024 |
Wasatch U.S. Select Fund | WAUSX, WGUSX | -2.45 | 7.86 | 0.88 | 27.78 mm | 34 | Mar 2024 |
Wasatch Ultra Growth Fund | WAMCX, WGMCX | -2.93 | 9.41 | -0.06 | 1.16 bn | 66 | Mar 2024 |
Wasatch-Hoisington U.S. Treasury Fund | WHOSX | -3.49 | -2.24 | 1.10 | 191.13 mm | 6 | Mar 2024 |