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
+2.25%
+30.42%
1,744.7
Insurance
ESQ
Esquire Financial Holdings Inc
252,678
19,046.9
-11.84%
3.470
-0.43%
2.990
+25.08%
+19.98%
803.8
Banks
GCMG
GCM Grosvenor Inc
1,396,212
18,471.9
-24.32%
3.360
-0.88%
2.790
-14.43%
-5.53%
569.9
Asset Management
ADUS
Addus HomeCare Corp
176,215
17,425.9
+11.02%
3.170
+0.31%
0.960
+17.64%
-8.22%
2,116.8
Healthcare Providers & Services
COCO
The Vita Coco Co Inc
528,293
16,192.2
-2.57%
2.950
-0.08%
0.930
+17.71%
-4.55%
1,998.7
Beverages - Non-Alcoholic
EZPW
EZCORP Inc
1,099,913
16,190.7
+16.15%
2.950
+0.41%
1.800
-9.13%
+11.54%
833.0
Credit Services
SXI
Standex International Corp
91,382
14,748.1
+17.72%
2.680
+0.40%
0.760
-4.97%
-14.69%
1,918.4
Industrial Products
BOW
Bowhead Specialty Holdings Inc
359,267
14,604.2
+0.79%
2.660
+0.02%
1.100
-9.05%
+4.98%
1,222.4
Insurance
MAMA
Mama's Creations Inc
2,230,296
14,519.2
+4.44%
2.640
+0.11%
5.930
+24.02%
+3.14%
308.8
Consumer Packaged Goods
LMB
Limbach Holdings Inc
189,220
14,091.2
+4.31%
2.570
+0.11%
1.630
+76.88%
+62.61%
1,617.0
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
$31.19
12.32%
Sold Out
0
-445,380
CLMB
Climb Global Solutions Inc
2025-03-31
Add
Add
+1.79%
●
109.02 ($123.49) 136.58
$103.33
-16.33%
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
$34.52
27.99%
New holding
377,869
377,869
LAKE
Lakeland Industries Inc
2025-03-31
New Buy
New Buy
+1.76%
●
18.76 ($23) 26.47
$13.16
-42.78%
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
$93.99
6.55%
Sold Out
0
-106,127
ALKT
Alkami Technology Inc
2025-03-31
New Buy
New Buy
+1.62%
●
23.76 ($31.49) 37.53
$29.72
-5.62%
New holding
339,923
339,923
ARVN
Arvinas Inc
2025-03-31
Sold Out
Sold Out
-1.57%
●
7.02 ($15.67) 20.5
$7.55
-51.79%
Sold Out
0
-339,559
GSHD
Goosehead Insurance Inc
2025-03-31
Sold Out
Sold Out
-1.42%
●
98.59 ($112.2) 123.84
$102.48
-8.66%
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$7.24
6.00%
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
$21.15
-13.81%
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

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