Wasatch Core Growth Fund Institutional Class Shares (WIGRX)

Fund Assets	2.59B
Expense Ratio	1.05%
Min. Investment	$100,000
Turnover	46.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 18, 2025

Previous Close	84.33
YTD Return	10.30%
1-Year Return	4.68%
5-Year Return	6.68%
52-Week Low	69.60
52-Week High	88.23
Beta (5Y)	1.23
Holdings	53
Inception Date	Jan 31, 2012

About WIGRX

The Wasatch Core Growth Fund Institutional Class Shares is an actively managed mutual fund focused on achieving long-term capital growth, with income as a secondary objective. The fund primarily invests in U.S.-based companies with market capitalizations under $5 billion at the time of purchase, positioning itself within the small growth category. Utilizing a bottom-up research approach, the management team targets businesses with robust, defensible business models and high-quality management, typically holding a concentrated portfolio of approximately 40 to 60 positions. While its core emphasis is on domestic equities, the fund may allocate up to 20% of assets to foreign companies, providing some international diversification. Notable sectors represented in its holdings include healthcare, industrials, technology, and consumer cyclical industries. The fund is managed by an experienced team and benchmarks its performance against the Russell 2000 Growth Index, serving institutional investors seeking exposure to rapidly growing smaller companies and diversified participation across dynamic market sectors.

• Fund Family: Wasatch
• Category: Small Growth
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: WIGRX
• Share Class: Institutional Class Shares
• Index: Russell 2000 Growth TR

Performance

WIGRX had a total return of 4.68% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.61%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
WGROX	Investor Class Shares	1.17%

Top 10 Holdings

34.02% of assets

Name	Symbol	Weight
HealthEquity, Inc.	HQY	6.76%
Casella Waste Systems, Inc.	CWST	4.86%
AAON, Inc.	AAON	3.46%
Repligen Corporation	RGEN	3.09%
Camtek Ltd.	CAMT	2.96%
Global-E Online Ltd.	GLBE	2.82%
Ollie's Bargain Outlet Holdings, Inc.	OLLI	2.63%
Loar Holdings Inc.	LOAR	2.54%
Kadant Inc.	KAI	2.48%
Medpace Holdings, Inc.	MEDP	2.43%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 18, 2025	$6.34575	Dec 18, 2025
Dec 12, 2024	$8.2827	Dec 12, 2024
Dec 15, 2022	$0.45797	Dec 15, 2022
Dec 17, 2020	$6.59602	Dec 17, 2020
Dec 19, 2019	$7.71087	Dec 19, 2019
Dec 20, 2018	$6.05679	Dec 20, 2018

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Aug 26, 2026

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