WM

Wasatch Micro Cap Fund | WMICX

Mutual Fund
WASATCH FUNDS TRUST
Last update 2025-06-17 60 Stocks (9 new)
Value $549.00 Mil Turnover 25 %
Countries:
Top Holdings: HCI(3.51%)ESQ(3.47%)GCMG(3.36%)ADUS(3.17%)COCO(2.95%)
Summary Stock Picks Current Portfolio
Wasatch Micro Cap Fund Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
HCI
HCI Group Inc
129,268
19,290.7
-6.64%
3.510
-0.17%
1.120
-1.78%
+23.55%
1,652.9
Insurance
ESQ
Esquire Financial Holdings Inc
252,678
19,046.9
-11.84%
3.470
-0.43%
2.990
+24.46%
+26.38%
846.7
Banks
GCMG
GCM Grosvenor Inc
1,396,212
18,471.9
-24.32%
3.360
-0.88%
2.790
-3.29%
-2.13%
590.4
Asset Management
ADUS
Addus HomeCare Corp
176,215
17,425.9
+11.02%
3.170
+0.31%
0.960
+5.71%
-14.62%
1,969.3
Healthcare Providers & Services
COCO
The Vita Coco Co Inc
528,293
16,192.2
-2.57%
2.950
-0.08%
0.930
+23.57%
+6.10%
2,221.7
Beverages - Non-Alcoholic
EZPW
EZCORP Inc
1,099,913
16,190.7
+16.15%
2.950
+0.41%
1.800
-12.24%
+14.40%
854.4
Credit Services
SXI
Standex International Corp
91,382
14,748.1
+17.72%
2.680
+0.40%
0.760
+15.57%
-15.66%
1,896.6
Industrial Products
BOW
Bowhead Specialty Holdings Inc
359,267
14,604.2
+0.79%
2.660
+0.02%
1.100
-16.31%
-5.26%
1,103.1
Insurance
MAMA
Mama's Creations Inc
2,230,296
14,519.2
+4.44%
2.640
+0.11%
5.930
+41.81%
+16.33%
348.3
Consumer Packaged Goods
LMB
Limbach Holdings Inc
189,220
14,091.2
+4.31%
2.570
+0.11%
1.630
+60.20%
+62.18%
1,612.7
Construction

Wasatch Micro Cap Fund's Historical Top Holdings Breakdowns

Wasatch Micro Cap Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AORT
Artivion Inc
2025-03-31
Sold Out
Sold Out
-2.03%
●
23.42 ($27.77) 31.7
$30.49
9.79%
Sold Out
0
-445,380
CLMB
Climb Global Solutions Inc
2025-03-31
Add
Add
+1.79%
●
109.02 ($123.49) 136.58
$100.88
-18.31%
Add 395.99%
111,180
88,764
UTI
Universal Technical Institute Inc
2025-03-31
New Buy
New Buy
+1.77%
●
24.77 ($26.97) 29.65
$32.52
20.58%
New holding
377,869
377,869
LAKE
Lakeland Industries Inc
2025-03-31
New Buy
New Buy
+1.76%
●
18.76 ($23) 26.47
$14.04
-38.96%
New holding
476,944
476,944
QTWO
Q2 Holdings Inc
2025-03-31
Sold Out
Sold Out
-1.71%
●
71.37 ($88.21) 102.68
$90.94
3.09%
Sold Out
0
-106,127
ALKT
Alkami Technology Inc
2025-03-31
New Buy
New Buy
+1.62%
●
23.76 ($31.49) 37.53
$27.81
-11.69%
New holding
339,923
339,923
ARVN
Arvinas Inc
2025-03-31
Sold Out
Sold Out
-1.57%
●
7.02 ($15.67) 20.5
$7.35
-53.10%
Sold Out
0
-339,559
GSHD
Goosehead Insurance Inc
2025-03-31
Sold Out
Sold Out
-1.42%
●
98.59 ($112.2) 123.84
$102.09
-9.01%
Sold Out
0
-82,882
TSX:BLN
Blackline Safety Corp
2025-03-31
Add
Add
+1.40%
●
6.2 (C$6.83) 7.6
C$6.49
-4.98%
Add 527.77%
2,044,835
1,719,103
PDFS
PDF Solutions Inc
2025-03-31
Sold Out
Sold Out
-1.38%
●
19.11 ($24.54) 29.12
$23.58
-3.91%
Sold Out
0
-318,875

Wasatch Micro Cap Fund Total Holding History ($B)

To

Wasatch Micro Cap Fund's Asset Allocation

To

Wasatch Micro Cap Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Wasatch Micro Cap Fund's Hypothetical Growth since 2025-03-31

Wasatch Micro Cap Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Wasatch Micro Cap Fund's Holdings Heat Map

Size field:

Wasatch Micro Cap Fund's Holdings Bubble Chart

Wasatch Micro Cap Fund News

  • 1

Discussions on Wasatch Micro Cap Fund

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.