Wasatch Small Cap Growth Fund Institutional (WIAEX)
38.00
+0.36
(+0.96%)
USD |
Feb 24 2026
WIAEX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.39% |
| Stock | 99.88% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.27% |
Market Capitalization
As of December 31, 2025
| Large | 2.76% |
| Mid | 8.18% |
| Small | 89.07% |
Region Exposure
| Americas | 86.91% |
|---|---|
|
North America
|
86.91% |
| United States | 86.91% |
|
Latin America
|
0.00% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 8.89% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
0.00% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
8.89% |
| Israel | 8.89% |
| Greater Asia | 3.33% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
3.33% |
| Thailand | 3.33% |
| Unidentified Region | 0.88% |
|---|
Stock Sector Exposure
| Cyclical |
|
29.25% |
| Materials |
|
1.90% |
| Consumer Discretionary |
|
15.06% |
| Financials |
|
12.29% |
| Real Estate |
|
0.00% |
| Sensitive |
|
45.70% |
| Communication Services |
|
0.00% |
| Energy |
|
0.00% |
| Industrials |
|
17.71% |
| Information Technology |
|
27.99% |
| Defensive |
|
23.90% |
| Consumer Staples |
|
5.42% |
| Health Care |
|
18.48% |
| Utilities |
|
0.00% |
| Not Classified |
|
1.15% |
| Non Classified Equity |
|
1.15% |
| Not Classified - Non Equity |
|
0.00% |
As of December 31, 2025
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 | -- |