WUSAX — Wanger USA
Data updated: 2026-08-28
WUSAX — Wanger USA. United States Mid Cap Growth Equity · $537.69M AUM · 0.86% expense ratio · 32.1% 1-yr return. Holdings, fees, performance and SEC filings.
WUSAX Fund Overview
WUSAX — Wanger USA is a US mutual fund managed by Columbia Funds Variable Series Trust, categorised as United States Mid Cap Growth Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Columbia Funds Variable Series Trust
- Category: United States Mid Cap Growth Equity
- Assets under management: $537.69M
- 1-year return: 32.1%
- Ticker: WUSAX
- SEC CIK: 0000929521
- SEC series ID: S000008981
- Share class ID: C000024403
WUSAX Holdings
Top 10 holdings of Wanger USA by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Columbia Short Term Cash Fund | 5.70% |
| SPX Technologies Inc | 2.78% |
| VSE Corp | 2.08% |
| GCM Grosvenor Inc | 1.97% |
| SharkNinja Inc | 1.89% |
| Cavco Industries Inc | 1.83% |
| DigitalOcean Holdings Inc | 1.81% |
| Guardant Health Inc | 1.78% |
| Rush Street Interactive Inc | 1.75% |
| Viavi Solutions Inc | 1.73% |
WUSAX Portfolio Allocation
Asset-class allocation of Wanger USA by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 94.4% |
| Cash & Equivalents | 5.7% |
WUSAX Performance
Total returns for WUSAX (as of 2026-09-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 21.5% |
| 1 year | 32.1% |
| 3 years (annualised) | 14.9% |
| 5 years (annualised) | 3.1% |
WUSAX Risk Information
Risk metrics for WUSAX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 18.6%
WUSAX Costs and Fees
WUSAX costs about $86 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.86%
- Gross expense ratio: 0.96%
- Portfolio turnover: 78%
- Brokerage commissions: 7.09 bps of average net assets (SEC N-CEN)
WUSAX Cashflows
Over the 12 months to 2026-06, Wanger USA had net outflows of $57.97M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-06 | $3.29M |
| 2026-05 | −$4.27M |
| 2026-04 | −$3.62M |
| 2026-03 | −$3.91M |
| 2026-02 | −$6.57M |
| 2026-01 | −$5.72M |
WUSAX Debt Constituents
No individual debt constituents are reported in Wanger USA's latest SEC N-PORT filing.
WUSAX Prospectus and SEC Filings
Official Wanger USA filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2026-04-27
- Prospectus (485BPOS) — filed 2025-04-25
- Prospectus (485BPOS) — filed 2024-04-22
- Portfolio holdings (N-PORT) — filed 2026-08-28
- Portfolio holdings (N-PORT) — filed 2026-05-28
- Portfolio holdings (N-PORT) — filed 2026-02-26
- Annual census (N-CEN) — filed 2026-03-10
- Annual census (N-CEN) — filed 2025-03-12
Related Funds
Other United States Mid Cap Growth Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.