WM

Wasatch Micro Cap Value Fund | WAMVX

Mutual Fund
WASATCH FUNDS TRUST
Last update 2025-06-17 69 Stocks (7 new)
Value $298.00 Mil Turnover 15 %
Countries:
Top Holdings: HCI(3.93%)SKY(3.62%)SKWD(2.91%)RDVT(2.77%)BOW(2.62%)
Summary Stock Picks Current Portfolio
Wasatch Micro Cap Value 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
78,500
11,714.6
+12.14%
3.930
+0.43%
0.680
-1.78%
+23.55%
1,652.9
Insurance
SKY
Champion Homes Inc
114,000
10,802.6
0%
3.620
0%
0.200
-21.51%
-27.09%
3,679.3
Homebuilding & Construction
SKWD
Skyward Specialty Insurance Group Inc
Skyward Specialty Insurance Group Inc
164,000
8,678.9
+28.13%
2.910
+0.64%
0.410
-1.22%
+7.08%
2,186.6
Insurance
RDVT
Red Violet Inc
220,000
8,269.8
0%
2.770
0%
1.580
+23.72%
+26.54%
634.0
Software
BOW
Bowhead Specialty Holdings Inc
192,000
7,804.8
-1.95%
2.620
-0.04%
0.590
-16.31%
-5.26%
1,103.1
Insurance
LMB
Limbach Holdings Inc
98,179
7,311.4
+11.57%
2.450
+0.25%
0.840
+60.20%
+62.18%
1,612.7
Construction
WEAV
Weave Communications Inc
618,383
6,857.9
+9.59%
2.300
+0.20%
0.820
-16.54%
-51.19%
584.2
Healthcare Providers & Services
EZPW
EZCORP Inc
454,000
6,682.9
0%
2.240
0%
0.740
-12.24%
+14.40%
854.4
Credit Services
GCMG
GCM Grosvenor Inc
472,933
6,256.9
-19.42%
2.100
-0.43%
0.950
-3.29%
-2.13%
590.4
Asset Management
CTS
CTS Corp
140,000
5,817.0
+11.11%
1.950
+0.20%
0.470
+9.25%
-22.06%
1,231.1
Hardware

Wasatch Micro Cap Value Fund's Historical Top Holdings Breakdowns

Wasatch Micro Cap Value 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
LAKE
Lakeland Industries Inc
2025-03-31
New Buy
New Buy
+1.64%
●
18.76 ($23) 26.47
$14.04
-38.96%
New holding
240,526
240,526
XTER:NXU
Nexus AG
2025-03-31
Sold Out
Sold Out
-1.33%
●
68.1 (€68.9) 70
€71.30
3.48%
Sold Out
0
-61,000
BELFB
Bel Fuse Inc
2025-03-31
New Buy
New Buy
+1.24%
●
73.55 ($79.88) 86.07
$101.69
27.30%
New holding
49,600
49,600
TSX:BLN
Blackline Safety Corp
2025-03-31
Add
Add
+1.17%
●
6.2 (C$6.83) 7.6
C$6.49
-4.98%
Add 479.5%
938,854
776,844
AXGN
Axogen Inc
2025-03-31
New Buy
New Buy
+1.10%
●
14.56 ($18.05) 20.11
$11.28
-37.51%
New holding
177,303
177,303
AEYE
AudioEye Inc
2025-03-31
New Buy
New Buy
+1.09%
●
10.97 ($15.1) 20.27
$12.30
-18.54%
New holding
293,473
293,473
LINC
Lincoln Educational Services Corp
2025-03-31
New Buy
New Buy
+1.07%
●
14.44 ($16.27) 18.55
$22.94
41.00%
New holding
200,739
200,739
KAI
Kadant Inc
2025-03-31
Sold Out
Sold Out
-1.05%
●
335.28 ($363.26) 398.39
$333.70
-8.14%
Sold Out
0
-10,000
XPOF
Xponential Fitness Inc
2025-03-31
Sold Out
Sold Out
-1.02%
●
7.46 ($13.94) 18.47
$11.01
-21.02%
Sold Out
0
-250,721
LSEA
Landsea Homes Corp
2025-03-31
Sold Out
Sold Out
-1.01%
●
6.38 ($7.75) 8.75
$11.31
45.94%
Sold Out
0
-391,000

Wasatch Micro Cap Value Fund Total Holding History ($B)

To

Wasatch Micro Cap Value Fund's Asset Allocation

To

Wasatch Micro Cap Value Fund Past Portfolios

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

Top Ranked Articles

  • 1

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

Wasatch Micro Cap Value Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Wasatch Micro Cap Value Fund's Holdings Heat Map

Size field:

Wasatch Micro Cap Value Fund's Holdings Bubble Chart

Wasatch Micro Cap Value Fund News

  • 1

Discussions on Wasatch Micro Cap Value 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.