Wasatch Global Opportunities Fund Institutional (WIGOX)
3.83
-0.02
(-0.52%)
USD |
May 19 2026
WIGOX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.00% |
| Stock | 100.4% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.42% |
Market Capitalization
As of March 31, 2026
| Large | 14.95% |
| Mid | 22.30% |
| Small | 62.75% |
Region Exposure
| Americas | 53.46% |
|---|---|
|
North America
|
51.71% |
| Canada | 0.25% |
| United States | 51.46% |
|
Latin America
|
1.75% |
| Mexico | 1.75% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 15.11% |
|---|---|
| United Kingdom | 4.12% |
|
Europe Developed
|
5.58% |
| Belgium | 1.21% |
| France | 1.09% |
| Italy | 1.18% |
| Sweden | 2.10% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
5.41% |
| Israel | 5.41% |
| Greater Asia | 31.86% |
|---|---|
| Japan | 9.74% |
|
Australasia
|
1.17% |
| Australia | 1.17% |
|
Asia Developed
|
5.89% |
| South Korea | 1.43% |
| Taiwan | 4.47% |
|
Asia Emerging
|
15.05% |
| India | 15.05% |
| Unidentified Region | -0.42% |
|---|
Stock Sector Exposure
| Cyclical |
|
29.58% |
| Materials |
|
4.36% |
| Consumer Discretionary |
|
8.95% |
| Financials |
|
16.27% |
| Real Estate |
|
0.00% |
| Sensitive |
|
50.25% |
| Communication Services |
|
0.56% |
| Energy |
|
0.00% |
| Industrials |
|
30.90% |
| Information Technology |
|
18.79% |
| Defensive |
|
20.17% |
| Consumer Staples |
|
6.48% |
| Health Care |
|
13.69% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
| 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 | -- |