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
-0.76%
+26.68%
1,694.7
Insurance
SKY
Champion Homes Inc
114,000
10,802.6
0%
3.620
0%
0.200
-22.42%
-24.05%
3,832.8
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
+3.68%
+10.82%
2,263.0
Insurance
RDVT
Red Violet Inc
220,000
8,269.8
0%
2.770
0%
1.580
+35.99%
+39.97%
701.3
Software
BOW
Bowhead Specialty Holdings Inc
192,000
7,804.8
-1.95%
2.620
-0.04%
0.590
-13.85%
+0.73%
1,172.9
Insurance
LMB
Limbach Holdings Inc
98,179
7,311.4
+11.57%
2.450
+0.25%
0.840
+103.88%
+74.42%
1,734.4
Construction
WEAV
Weave Communications Inc
618,383
6,857.9
+9.59%
2.300
+0.20%
0.820
-12.10%
-44.79%
660.8
Healthcare Providers & Services
EZPW
EZCORP Inc
454,000
6,682.9
0%
2.240
0%
0.740
-11.09%
+14.81%
857.4
Credit Services
GCMG
GCM Grosvenor Inc
472,933
6,256.9
-19.42%
2.100
-0.43%
0.950
-9.05%
-3.71%
580.9
Asset Management
CTS
CTS Corp
140,000
5,817.0
+11.11%
1.950
+0.20%
0.470
+19.48%
-15.22%
1,339.2
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
$13.88
-39.65%
New holding
240,526
240,526
XTER:NXU
Nexus AG
2025-03-31
Sold Out
Sold Out
-1.33%
●
68.1 (€68.9) 70
€71.90
4.35%
Sold Out
0
-61,000
BELFB
Bel Fuse Inc
2025-03-31
New Buy
New Buy
+1.24%
●
73.55 ($79.88) 86.07
$100.10
25.31%
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$7.13
4.39%
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
$10.93
-39.45%
New holding
177,303
177,303
AEYE
AudioEye Inc
2025-03-31
New Buy
New Buy
+1.09%
●
10.97 ($15.1) 20.27
$12.19
-19.27%
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
$22.98
41.24%
New holding
200,739
200,739
KAI
Kadant Inc
2025-03-31
Sold Out
Sold Out
-1.05%
●
335.28 ($363.26) 398.39
$329.87
-9.19%
Sold Out
0
-10,000
XPOF
Xponential Fitness Inc
2025-03-31
Sold Out
Sold Out
-1.02%
●
7.46 ($13.94) 18.47
$10.10
-27.55%
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

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