WASATCH FUNDS TRUST has disclosed a significant increase in its net assets, now totaling over $344 million as of September 30, 2026. This development is noteworthy as it indicates a strong performance for the investment firm, which specializes in micro-cap value funds.

The filing, submitted on November 4, 2026, reveals that WASATCH FUNDS TRUST has effectively managed its assets, with total liabilities reported at approximately $544,000. This positions the firm favorably within the competitive landscape of the investment industry.

Background

WASATCH FUNDS TRUST, incorporated in Massachusetts, operates under the SEC Act of 1940. The firm primarily focuses on investment management, specifically targeting micro-cap value funds. The company has undergone name changes in the past, previously known as WASATCH FUNDS INC and WASATCH ADVISORS FUNDS INC.

What the Filing Says

The recent filing indicates that as of September 30, 2026, WASATCH FUNDS TRUST reported total assets of $344,561,927.30 and net assets of $344,017,699.56. The report also highlights various monthly total returns for its classes of shares, reflecting fluctuations in performance.

Impact

This growth in net assets could significantly impact investors and stakeholders in the firm, as it may lead to increased confidence in WASATCH's management strategies. Additionally, the positive performance may attract new investors looking for robust opportunities in the micro-cap investment space.

What's Next

The filing does not say what happens next.