WASATCH FUNDS TRUST has announced significant growth in its latest filing, revealing a total asset value of approximately $1.22 billion as of September 30, 2026. This marks a strong performance for the investment firm, which specializes in small-cap value funds. The filing, submitted on November 4, 2026, indicates that the firm is well-positioned within the competitive investment landscape.

The company, based in Salt Lake City, Utah, has a long-standing reputation in the investment sector. WASATCH FUNDS TRUST, with a Central Index Key (CIK) of 0000806633, is organized under the laws of Massachusetts and operates under the SEC Act of 1940. Its recent filings include multiple NPORT-P submissions, showcasing its commitment to transparency and regulatory compliance.

According to the latest filing, WASATCH FUNDS TRUST reported total liabilities of approximately $1.24 million, resulting in net assets of about $1.22 billion. This financial health is underscored by the firm’s ability to attract significant capital, as evidenced by the monthly total returns reported for its funds. For instance, the Wasatch Small Cap Value Fund experienced a negative return of -0.78% in the first month of reporting.

The filing also details the investment strategies employed by the firm, which includes a diverse portfolio of securities. Notable investments include ADT Inc., Allison Transmission Holdings Inc., and Arlo Technologies Inc., among others. The firm’s focus on small-cap equities aligns with broader industry trends, where investors are increasingly looking for growth opportunities in smaller companies.

This update is significant not only for WASATCH FUNDS TRUST but also for the investment industry as a whole. The competitive landscape is evolving, with firms needing to adapt to changing investor preferences. As WASATCH demonstrates strong asset growth, other firms may feel compelled to enhance their offerings to attract and retain clients.

Looking ahead, it remains to be seen how this growth will influence WASATCH FUNDS TRUST's strategies and operations. The filing does not specify any immediate next steps, but the firm’s strong financial position suggests it may continue to seek new investment opportunities and expand its market presence.