WGCVXETF / FundWasatch Global Small Cap Value Fund
Verdicts genuinely change. Free email alert the moment WGCVX's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
Wasatch Global Small Cap Value Fund · WASATCH FUNDS TRUST
73 holdings
NON-COMPLIANT At least 34.08% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 37% turns out to be. Matching more holdings can only raise this share, never lower it.
73 holdings, 48 matched (62% of weight). Portfolio as of 2026-09-30, filed 2026-11-04. Source: SEC Form N-PORT.
2.69% of this portfolio’s income is non-permissible — weighted across holdings, computed over 52% of portfolio weight (43 of 73 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
All holdings (73)
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| AESI Atlas Energy Solutions Inc | NON_COMPLIANT | 4.42% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AOTI Inc | UNSCREENED | 3.05% | no in-house ratios for this holding |
| Zylox-Tonbridge Medical Technology Co Ltd | UNSCREENED | 3.03% | no in-house ratios for this holding |
| Tasmea Ltd | UNSCREENED | 2.43% | no in-house ratios for this holding |
| OLLI Ollie's Bargain Outlet Holdings Inc | COMPLIANT | 2.31% | AAOIFI16.0% Usmani24.0% Dow Jones Islamic11.3% S&P Shariah12.2% MSCI Islamic24.0% MSCI Islamic M-Series12.2% FTSE Shariah0.1% |
| Armanino Foods of Distinction Inc | UNSCREENED | 2.16% | no in-house ratios for this holding |
| ROSE.L Rosebank Industries PLC | COMPLIANT | 2.15% | AAOIFI17.0% Usmani25.3% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic22.6% MSCI Islamic M-Seriesfail FTSE Shariah22.6% |
| ELIX.L Elixirr International PLC | COMPLIANT | 2.06% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| FRP.L FRP Advisory Group PLC | NON_COMPLIANT | 1.96% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Plover Bay Technologies Ltd | UNSCREENED | 1.93% | no in-house ratios for this holding |
| ULS Group Inc | UNSCREENED | 1.88% | no in-house ratios for this holding |
| Barrett Business Services Inc | UNSCREENED | 1.85% | no in-house ratios for this holding |
| PPHC Public Policy Holding Co Inc | NON_COMPLIANT | 1.78% | AAOIFI28.8% Usmani30.0% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic30.0% MSCI Islamic M-Seriespass FTSE Shariah17.5% |
| System Support Holdings Inc | UNSCREENED | 1.72% | no in-house ratios for this holding |
| XK4.F Gabler Group AG | COMPLIANT | 1.70% | AAOIFI0.0% Usmani0.0% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic0.0% MSCI Islamic M-Seriespass FTSE Shariah0.0% |
| SHAW.L Shawbrook Group PLC | NON_COMPLIANT | 1.62% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GLBE Global-e Online Ltd | UNRATED | 1.59% | AAOIFI0.3% Usmani1.6% Dow Jones Islamic0.4% S&P Shariah0.4% MSCI Islamic1.6% MSCI Islamic M-Series0.4% FTSE Shariah0.0% |
| MILDEF.ST Mildef Group AB | NON_COMPLIANT | 1.56% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| EHL.AX Emeco Holdings Ltd | NON_COMPLIANT | 1.55% | AAOIFIfail Usmanipass Dow Jones Islamicfail S&P Shariahfail MSCI Islamicpass MSCI Islamic M-Seriesfail FTSE Shariahpass |
| MRX Marex Group Ltd | NON_COMPLIANT | 1.53% | AAOIFI3.6% Usmani0.6% Dow Jones Islamic6.9% S&P Shariahfail MSCI Islamic0.6% MSCI Islamic M-Seriesfail FTSE Shariah0.6% |
| NPKI NPK International Inc | COMPLIANT | 1.49% | AAOIFI1.7% Usmani4.3% Dow Jones Islamic2.1% S&P Shariah2.4% MSCI Islamic4.3% MSCI Islamic M-Series2.4% FTSE Shariah2.3% |
| Acer E-Enabling Service Business Inc | UNSCREENED | 1.44% | no in-house ratios for this holding |
| R&S Group Holding AG | UNSCREENED | 1.43% | no in-house ratios for this holding |
| 6951.T Jeol Ltd | COMPLIANT | 1.41% | AAOIFI8.2% Usmani12.0% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic11.2% MSCI Islamic M-Seriespass FTSE Shariah11.2% |
| GULFOILLUB.NS Gulf Oil Lubricants India Ltd | COMPLIANT | 1.41% | AAOIFI10.1% Usmani20.5% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic18.8% MSCI Islamic M-Seriespass FTSE Shariah18.8% |
| BME.L B&M European Value Retail plc | NON_COMPLIANT | 1.40% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NS Group Inc | UNSCREENED | 1.38% | no in-house ratios for this holding |
| Argosy Research Inc | UNSCREENED | 1.37% | no in-house ratios for this holding |
| SKWD Skyward Specialty Insurance Group Inc | NON_COMPLIANT | 1.36% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| PLBC Plumas Bancorp | NON_COMPLIANT | 1.36% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| PAY Paymentus Holdings Inc | COMPLIANT | 1.35% | AAOIFI0.2% Usmani1.2% Dow Jones Islamic0.2% S&P Shariah0.3% MSCI Islamic1.2% MSCI Islamic M-Series0.3% FTSE Shariah0.0% |
| 6532.T BayCurrent Inc | COMPLIANT | 1.35% | AAOIFI0.6% Usmani8.2% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic4.2% MSCI Islamic M-Seriespass FTSE Shariah4.2% |
| ODL.OL Odfjell Drilling Ltd | NON_COMPLIANT | 1.35% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Riverstone Holdings Ltd | UNSCREENED | 1.33% | no in-house ratios for this holding |
| Allied Supreme Corp | UNSCREENED | 1.24% | no in-house ratios for this holding |
| POLN.L Pollen Street Group Ltd | NON_COMPLIANT | 1.19% | AAOIFI38.3% Usmani23.9% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic23.9% MSCI Islamic M-Seriesfail FTSE Shariah23.9% |
| WOSG.L Watches of Switzerland Group PLC | NON_COMPLIANT | 1.19% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Inter Cars SA | UNSCREENED | 1.18% | no in-house ratios for this holding |
| HILS.L Hill & Smith PLC | COMPLIANT | 1.16% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| Merchants Bancorp/IN | UNSCREENED | 1.16% | no in-house ratios for this holding |
| 2742.T Halows Co Ltd | COMPLIANT | 1.15% | AAOIFI13.2% Usmani8.8% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic8.0% MSCI Islamic M-Seriespass FTSE Shariah8.0% |
| PJT PJT Partners Inc | NON_COMPLIANT | 1.14% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| MG Mistras Group Inc | NON_COMPLIANT | 1.13% | AAOIFI27.5% Usmani36.1% Dow Jones Islamic46.4% S&P Shariah52.2% MSCI Islamic31.2% MSCI Islamic M-Series52.2% FTSE Shariah29.5% |
| MELE.BR Melexis NV | COMPLIANT | 1.10% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| Symal Group Ltd | UNSCREENED | 1.09% | no in-house ratios for this holding |
| CVSG.L CVS Group PLC | NON_COMPLIANT | 1.08% | AAOIFI30.4% Usmani52.2% Dow Jones Islamic— S&P Shariah— MSCI Islamic38.0% MSCI Islamic M-Series— FTSE Shariah38.0% |
| Chaoju Eye Care Holdings Ltd | UNSCREENED | 1.06% | no in-house ratios for this holding |
| Mader Group Ltd | UNSCREENED | 1.06% | no in-house ratios for this holding |
| ELG.DE Elmos Semiconductor SE | COMPLIANT | 1.04% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| KRN.DE Krones AG | COMPLIANT | 1.02% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| ASB.AX Austal Ltd | NON_COMPLIANT | 1.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| RPC Ridgepost Capital Inc | NON_COMPLIANT | 1.01% | AAOIFI52.4% Usmani42.6% Dow Jones Islamic43.5% S&P Shariah45.6% MSCI Islamic42.6% MSCI Islamic M-Series45.6% FTSE Shariah42.6% |
| Qualitas Ltd | UNSCREENED | 1.00% | no in-house ratios for this holding |
| NORBT.OL NORBIT ASA | COMPLIANT | 1.00% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| Blue Moon Metals Inc | UNSCREENED | 1.00% | no in-house ratios for this holding |
| IMCD.AS IMCD NV | NON_COMPLIANT | 1.00% | AAOIFIfail Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| Western Alliance Bancorp | UNSCREENED | 0.97% | no in-house ratios for this holding |
| FERGR.AS Ferrari Group PLC | COMPLIANT | 0.96% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| NeXGold Mining Corp | UNSCREENED | 0.94% | no in-house ratios for this holding |
| FOUR.L 4imprint Group PLC | COMPLIANT | 0.93% | AAOIFIpass Usmanifail Dow Jones Islamicpass S&P Shariahpass MSCI Islamicfail MSCI Islamic M-Seriespass FTSE Shariahfail |
| Burford Capital Ltd | UNSCREENED | 0.87% | no in-house ratios for this holding |
| LGI Homes Inc | UNSCREENED | 0.86% | no in-house ratios for this holding |
| FLOW.AS Flow Traders Ltd | NON_COMPLIANT | 0.85% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| PWP Perella Weinberg Partners | NON_COMPLIANT | 0.83% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| PPE.AX PeopleIN Ltd | NON_COMPLIANT | 0.83% | AAOIFI136.9% Usmani38.8% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic32.2% MSCI Islamic M-Seriesfail FTSE Shariah32.2% |
| NUVAMA.NS Nuvama Wealth Management Ltd | NON_COMPLIANT | 0.81% | AAOIFI36.3% Usmani33.5% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic33.5% MSCI Islamic M-Seriesfail FTSE Shariah33.5% |
| GCC.MX GCC SAB de CV | COMPLIANT | 0.81% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| 3984.T User Local inc | NON_COMPLIANT | 0.78% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariah— MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| HCKT Hackett Group Inc/The | COMPLIANT | 0.77% | AAOIFI29.6% Usmani39.8% Dow Jones Islamic15.1% S&P Shariah14.6% MSCI Islamic39.8% MSCI Islamic M-Series14.6% FTSE Shariah38.8% |
| 9960.T Totech Corp | COMPLIANT | 0.77% | AAOIFI4.2% Usmani7.0% Dow Jones Islamicpass S&P Shariahpass MSCI Islamic5.8% MSCI Islamic M-Seriespass FTSE Shariah5.8% |
| MTDR Matador Resources Co | NON_COMPLIANT | 0.66% | AAOIFI57.6% Usmani31.2% Dow Jones Islamic69.1% S&P Shariah66.4% MSCI Islamic31.2% MSCI Islamic M-Series66.4% FTSE Shariah31.2% |
| ADEN.TO ADENTRA Inc | NON_COMPLIANT | 0.65% | AAOIFI93.0% Usmani60.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic41.9% MSCI Islamic M-Seriesfail FTSE Shariah41.9% |
| LMB Limbach Holdings Inc | COMPLIANT | 0.63% | AAOIFI10.1% Usmani20.6% Dow Jones Islamic5.7% S&P Shariah6.9% MSCI Islamic14.7% MSCI Islamic M-Series6.9% FTSE Shariah10.1% |
The published standards disagree about this fund by 12 points of portfolio weight — 27.3% of it passes AAOIFI, 15.5% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 27.3% ratios fail on 31.2% 41.2% not rated under AAOIFI
ratios pass on 19.5% ratios fail on 39.0% 41.2% not rated under Usmani
ratios pass on 25.0% ratios fail on 32.4% 42.3% not rated under Dow Jones Islamic
ratios pass on 25.0% ratios fail on 31.6% 43.1% not rated under S&P Shariah
ratios pass on 15.5% ratios fail on 42.9% 41.2% not rated under MSCI Islamic
ratios pass on 25.0% ratios fail on 32.4% 42.3% not rated under MSCI Islamic M-Series
ratios pass on 22.5% ratios fail on 36.0% 41.2% not rated under FTSE Shariah
48 of 73 listed holdings carry our own per-methodology verdicts (62% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 27 (33% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| AESI Atlas Energy Solutions Inc | 4.42% |
| FRP.L FRP Advisory Group PLC | 1.96% |
| PPHC Public Policy Holding Co Inc | 1.78% |
| SHAW.L Shawbrook Group PLC | 1.62% |
| MILDEF.ST Mildef Group AB | 1.56% |
| EHL.AX Emeco Holdings Ltd | 1.55% |
| MRX Marex Group Ltd | 1.53% |
| BME.L B&M European Value Retail plc | 1.40% |
| SKWD Skyward Specialty Insurance Group Inc | 1.36% |
| PLBC Plumas Bancorp | 1.36% |
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Wasatch Global Small Cap Value Fund (WGCVX) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
Screened on its holdings, not its name
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| AESIAtlas Energy Solutions Inc | 4.42% | Non-compliant |
| AOTI Incnot matched to a ticker | 3.05% | Not screened |
| Zylox-Tonbridge Medical Technology Co Ltdnot matched to a ticker | 3.03% | Not screened |
| Tasmea Ltdnot matched to a ticker | 2.43% | Not screened |
| OLLIOllie's Bargain Outlet Holdings Inc | 2.31% | Compliant |
| Armanino Foods of Distinction Incnot matched to a ticker | 2.16% | Not screened |
| ROSE.LRosebank Industries PLC | 2.15% | Compliant |
| ELIX.LElixirr International PLC | 2.06% | Compliant |
| FRP.LFRP Advisory Group PLC | 1.96% | Non-compliant |
| Plover Bay Technologies Ltdnot matched to a ticker | 1.93% | Not screened |
Top 10 of 73 holdings, 25.5% of the fund by weight. Every holding is screened, not only these.
What holds the number back
The positions keeping this fund short of 100% compliant by weight.
- AESInon-compliant4.42%
- AOTI Incnot screened3.05%
- Zylox-Tonbridge Medical Technology Co Ltdnot screened3.03%
- Tasmea Ltdnot screened2.43%
- Armanino Foods of Distinction Incnot screened2.16%
- FRP.Lnon-compliant1.96%
What changed, and when
Verdict history for WGCVX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
- 2026-09-07 No change recorded No verdict change for WGCVX has been recorded since tracking began. The scan ledger records that the compliance detectors ran, not which symbols each pass covered.
ℹ️ no compliance scan has run for 3 days - this is not a reading of today
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
Price Forecast
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Technical Summary
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 52.10 | NEUTRAL |
| Stochastic %K (14) | 77.78 | NEUTRAL |
| CCI (20) | 91.14 | NEUTRAL |
| Williams %R (14) | -22.22 | NEUTRAL |
| MACD (12,26,9) | 0.01 | BUY |
| ROC (10) | 0.59 | BUY |
| Momentum (10) | 0.07 | BUY |
| EMA (10) | 11.85 | BUY |
| SMA (10) | 11.85 | BUY |
| EMA (20) | 11.88 | BUY |
| SMA (20) | 11.85 | BUY |
| EMA (30) | 11.90 | BUY |
| SMA (30) | 11.89 | BUY |
| EMA (50) | 11.91 | BUY |
| SMA (50) | 12.02 | SELL |
| EMA (100) | 11.75 | BUY |
| SMA (100) | 11.84 | BUY |
| EMA (200) | 11.20 | BUY |
| SMA (200) | 11.24 | BUY |
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
What does unrated weight mean?
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
Does the issuer's board make it compliant?
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
How often is this re-screened?
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Compare with
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
AI Summary
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.