Wasatch International Opportunities Fund Instl Cl
WIIOX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- CEO
- Biography
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Salt Lake City, UT 84111 Wilmington DE United States of America 19890
- IPO Date
- Feb 1, 2016
- CIK
- 0000806633
- Website
- wilmingtonfunds.com
- Similar Companies
- Business
- Wasatch International Opportunities Fund (WIIOX) is an open-end mutual fund that seeks long-term growth of capital by investing primarily in equity securities of foreign micro-capitalization companies outside the United States with market capitalizations generally less than $2 billion at the time of purchase; it employs a bottom-up, fundamental research process to identify high-quality growth companies with sustainable competitive advantages, superior management, attractive valuations, and significant long-term potential, typically holding 60-90 positions across diversified sectors including technology, industrials, and financial services, and regions such as Japan, emerging Asia, the United Kingdom, and the Eurozone. The Institutional Class (WIIOX), launched on February 1, 2016, targets institutional investors with a minimum initial investment of $100,000 and a net expense ratio of 1.96%, while the related Investor Class (WAIOX), available since January 27, 2005, caters to retail investors with lower minimums and a slightly higher expense ratio of 2.04%; both share classes feature no front-end or deferred loads but impose a maximum 2.00% redemption fee, with total net assets for the strategy approximating $48.53 million as of recent data. The fund is managed by Wasatch Global Investors, a 100% employee-owned firm founded in 1975 and headquartered in Salt Lake City, Utah, which oversees approximately $29 billion in assets under management as of January 31, 2025, and distributes its funds through ALPS Distributors, Inc.. In a significant recent development, effective February 13, 2025, Dan Chace, CFA, was named Lead Portfolio Manager of the fund, succeeding Linda Lasater, CFA, who departed after assisting with the transition through March 31, 2025, while Allison He remains as Associate Portfolio Manager, supported by Wasatch's international developed markets research team; this leadership change follows prior adjustments, including Daniel Chace's prior role since 2020 and Allison He's involvement since 2018, reflecting ongoing portfolio management evolution amid stable investment strategy continuity.