Wasatch US Select Inst (WGUSX)

Fund Assets	16.41M
Expense Ratio	0.86%
Min. Investment	$100,000
Turnover	59.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 18, 2025

Previous Close	13.91
YTD Return	4.67%
1-Year Return	0.14%
5-Year Return	n/a
52-Week Low	11.67
52-Week High	15.33
Beta (5Y)	n/a
Holdings	31
Inception Date	n/a

About WGUSX

Wasatch U.S. Select Fund Institutional Class is an open-end mutual fund focused on capital appreciation through investment in a concentrated portfolio of U.S.-listed equities. Managed by Wasatch Global Investors, the fund employs a bottom-up, research-intensive process to identify a select group of high-quality growth companies with significant long-term expansion potential. Its investment universe spans all market capitalizations, though there is a particular emphasis on mid-cap firms. The portfolio typically holds 20 to 40 stocks, reflecting a high-conviction, actively managed approach designed to balance concentration with sector and industry diversification. The fund seeks to capture opportunities across a broad range of sectors, leveraging the flexibility to invest in both growth and value stocks. By targeting companies that management believes are poised for sustained growth beyond small-cap boundaries, the fund plays a significant role for investors seeking focused exposure to dynamic segments of the U.S. equity market. Notably, it does not distribute dividends, aligning its strategy with investors pursuing long-term capital growth rather than income.

• Fund Family: Wasatch
• Category: Mid-Cap Growth
• Performance Rating: Below Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: WGUSX
• Share Class: Institutional Class

Performance

WGUSX had a total return of 0.14% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.29%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
WAUSX	Investor Class	1.01%

Top 10 Holdings

40.89% of assets

Name	Symbol	Weight
HealthEquity, Inc.	HQY	5.70%
UL Solutions Inc.	ULS	4.18%
Saia, Inc.	SAIA	4.06%
The Ensign Group, Inc.	ENSG	4.04%
SharkNinja, Inc.	SN	3.99%
Everus Construction Group, Inc.	ECG	3.90%
RBC Bearings Incorporated	RBC	3.85%
Rollins, Inc.	ROL	3.79%
Camtek Ltd.	CAMT	3.78%
Fabrinet	FN	3.60%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 18, 2025	$0.99845	Dec 18, 2025
Dec 12, 2024	$0.494	Dec 12, 2024

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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