WASATCH LARGE Mutual Fund Fund Managers
| WILCX Fund | USD 11.78 -0.09 -0.76% |
For Wasatch Large Cap, management review is most useful when investors examine how the team converts research, positioning, and turnover into repeatable execution. Used well, management analysis frames whether execution quality is supporting future consistency or raising underperformance risk.
WASATCH |
| Symbol | WILCX |
| Name | Wasatch Large Cap |
| Type | Mutual Fund |
| Country | US United States |
| Exchange | NMFQS |
Details on Wasatch Large Cap Leadership are not available at this time. Availability can vary by market and source.
If coverage for this Leadership seems incomplete, let us know so we can look into it. The delisted instruments list provides context across a range of trading venues. Data completeness depends on source availability and the timing of disclosures. This summary reflects available observations without forecasting intent.Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
| DVLT | Datavault AI | |
| SEDG | SolarEdge Technologies | |
| CSIQ | Canadian Solar | |
| FLNC | Fluence Energy | |
| EDPFY | EDP Energias de |
Thematic Opportunities
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Sector Exposure (%)
When investors study sector weights in Wasatch Large Cap, they are really asking how much concentration risk is embedded in the current portfolio design. The right balance is rarely maximal diversification; it is the amount of diversification that still keeps the expected return profile attractive.
Instrument Allocation (%)
Top Mutual Fund Constituents
| ORCL | Oracle | Stock | |
| WMT | Walmart Common Stock | Stock | |
| ETR | Entergy | Stock | |
| SU | Suncor Energy | Stock | |
| CVS | CVS Health Corp | Stock | |
| JNJ | Johnson Johnson | Stock | |
| WFC | Wells Fargo | Stock | |
| UNP | Union Pacific | Stock | |
| UHS | Universal Health Services | Stock | |
| T | ATT Inc | Stock | |
| SAIC | Science Applications International | Stock | |
| PFE | Pfizer Inc | Stock | |
| OZK | Bank Ozk | Stock | |
| JPM | JPMorgan Chase Co | Stock | |
| AXS | AXIS Capital Holdings | Stock | |
| ING | ING Group NV | Stock | |
| IBM | International Business Machines | Stock | |
| GM | General Motors | Stock | |
| EXC | Exelon | Stock | |
| ETN | Eaton PLC | Stock | |
| EPR | EPR Properties | Stock | |
| EOG | EOG Resources | Stock | |
| DUK | Duke Energy | Stock | |
| CSCO | Cisco Systems | Stock | |
| C | Citigroup | Stock | |
| CVX | Chevron Corp | Stock | |
| PG | Procter Gamble | Stock |
Outstanding Bonds
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
For Wasatch Large Cap, institutional participation can be supportive or destabilizing depending on whether large holders are building conviction or reducing exposure. The better interpretation comes from watching concentration, turnover, and changes in holder behavior instead of assuming institutional ownership is automatically bullish.
Net Asset Comparison
Wasatch Large Cap ranks first in net asset among similar funds. Total Asset Under Management (AUM) of World Large-Stock Value category is currently estimated at about 2.04 Billion. WASATCH LARGE holds roughly 168.15 Million in net asset claiming about 8% of World Large-Stock Value category.
Benchmark Summation
Operator |
This analysis covers sixty-one data points across the selected time horizon. Wasatch Large Cap Price Series Summation is a cross summation of WASATCH LARGE price series and its benchmark/peer.
Management Information & Data Sources
Management review for WASATCH LARGE focuses on portfolio leadership, allocation discipline, and operating consistency. Leadership stability matters when evaluating execution against stated business priorities.
For Wasatch Large Cap, this section uses fund disclosures and market reference feeds with Macroaxis normalization rules applied to keep cross-asset comparisons consistent. Intraday timing differences may exist. Insider and management fields are mapped from published filings and company disclosures.