Wasatch Small Cap Growth Fund Institutional (WIAEX)
36.14
-0.22
(-0.61%)
USD |
May 19 2026
WIAEX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.67% |
| Stock | 98.88% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.45% |
Market Capitalization
As of March 31, 2026
| Large | 4.20% |
| Mid | 6.75% |
| Small | 89.04% |
Region Exposure
| Americas | 89.56% |
|---|---|
|
North America
|
86.25% |
| United States | 86.25% |
|
Latin America
|
3.31% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 8.83% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
0.00% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
8.83% |
| Israel | 8.83% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 1.61% |
|---|
Stock Sector Exposure
| Cyclical |
|
28.64% |
| Materials |
|
2.42% |
| Consumer Discretionary |
|
15.49% |
| Financials |
|
10.72% |
| Real Estate |
|
0.00% |
| Sensitive |
|
42.64% |
| Communication Services |
|
0.00% |
| Energy |
|
0.00% |
| Industrials |
|
21.75% |
| Information Technology |
|
20.89% |
| Defensive |
|
27.55% |
| Consumer Staples |
|
2.63% |
| Health Care |
|
24.92% |
| Utilities |
|
0.00% |
| Not Classified |
|
1.18% |
| Non Classified Equity |
|
1.18% |
| Not Classified - Non Equity |
|
0.00% |
As of March 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |