Seven Canyons World Innovators Fund
WIGTX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1290 Broadway, Suite 1000 Denver CO United States of America 80203
- IPO Date
- Feb 1, 2016
- CIK
- 0001558107
- Similar Companies
- Business
- Seven Canyons World Innovators Fund (WIGTX) is a mutual fund that seeks long-term growth of capital by primarily investing in small-cap foreign equity securities of companies that demonstrate innovation in their sectors or industries; it employs a bottom-up, fundamental research process to identify undiscovered growth companies early in their growth cycles, with a focus on those exhibiting strong earnings growth potential, market share gains, and experienced management teams; the fund maintains a concentrated portfolio typically comprising 40 to 60 holdings across regions including Europe, Asia, and emerging markets such as India and the United Kingdom, with sector allocations emphasizing consumer discretionary, industrials, information technology, and communication services. Investor Class (WAGTX) and Institutional Class (WIGTX, $100,000 minimum) shares are available, distributed by ALPS Distributors, Inc., with the Institutional Class featuring a lower expense ratio capped at 1.60% through at least January 31, 2025, pursuant to an agreement with the adviser. The fund operates within the foreign small/mid growth category, targeting non-U.S. small-cap innovators while retaining flexibility for U.S. and larger-cap investments; as of mid-2024, total assets stood at approximately $50 million, reflecting a disciplined approach to capacity management with plans to close at $500 million to preserve small-cap agility. Seven Canyons World Innovators Fund, organized in 2018 as a successor to the Wasatch World Innovators Fund via reorganization on September 10, 2018, is advised by Seven Canyons Advisors, LLC, a boutique global equities manager founded in 2017 and headquartered in Salt Lake City, Utah. Adviser Seven Canyons Advisors, 100% employee-owned and led by the Stewart family (Sam, Josh, and Spencer Stewart), continues to emphasize its small-team structure amid ongoing quarterly portfolio commentary releases through 2024, with no major acquisitions, funding rounds, partnerships, or strategic shifts reported in the last 1-2 years.