Salt Lake City, Utah — July 29, 2026 —
Wasatch Global Investors has launched its first actively managed exchange traded fund (ETF). The Wasatch Small/Mid Cap ETF is now available to investors and trades under the ticker WSMD.
The ETF focuses on high-quality small- to mid-cap (SMID) companies and reflects Wasatch’s more than 50 years of experience in this area of the market. The portfolio was intentionally built for the ETF wrapper, seeking to deliver Wasatch’s disciplined, research-driven investment approach in a transparent and liquid structure—without compromising the firm’s existing small-cap strategies.
“Launching ETFs is a meaningful milestone for Wasatch,” said Dustin McCarty, Head of Global Client and Distribution at Wasatch. “For more than 50 years, we’ve specialized in small- and mid-cap investing. Offering that expertise through an ETF vehicle expands how clients can access our capabilities while remaining firmly aligned with the investment discipline that defines our firm.”
Development of the ETF began in mid-2025, with a focus on aligning portfolio construction, liquidity considerations, and capacity management within the ETF structure.
“Our focus was to develop a portfolio specifically tailored for the ETF structure while staying true to our high-quality, long-term growth philosophy,” said Dan Aloisio, one of the ETF’s portfolio managers. “At the same time, we wanted to maintain the same disciplined approach investors have come to expect from our existing strategies.”
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About Wasatch Global Investors
Wasatch Global Investors is a 100% employee-owned investment manager founded in 1975 and headquartered in Salt Lake City, Utah. Named after the nearby Wasatch Mountain Range, the firm is known for its collaborative culture, commitment to excellence and intellectual curiosity. With decades of experience managing investments across U.S. and international markets, Wasatch had $22.3 billion in assets under management as of June 30, 2026. The firm is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.
Contact Information: Dustin McCarty
p: (801) 415-5524 / dmccarty@wasatchglobal.com
Disclosures
Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. This and other information is contained in the prospectus, which may be obtained by visiting wasatchglobal.com or calling 800.551.1700. Please read the prospectus carefully before investing.
The Wasatch Small/Mid Cap ETF is an actively managed exchange-traded fund (ETF). ETF shares are bought and sold at market price, not net asset value (NAV), and are not individually redeemed from the Fund. Shares may trade at a premium or discount to NAV, and investors may incur brokerage commissions and bid-ask spreads. Only authorized participants may redeem shares directly from the Fund in large creation units.
Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Investments in small- and mid-cap companies may be more volatile and less liquid than investments in larger companies. The Fund may invest in foreign securities, which involve additional risks including currency fluctuations and political, economic and market uncertainty. The Fund is non-diversified, meaning it may invest a larger portion of its assets in the stocks of a limited number of companies than a diversified fund. Non-diversification increases the risk of loss to the Fund if the values of these securities decline. The Fund is new and has a limited operating history.
Wasatch Funds are distributed by ALPS Distributors, Inc. (ADI). Dustin McCarty is a registered representative of ADI. ADI is not affiliated with Wasatch Global Investors.
©2026 Wasatch Global Investors. All Rights Reserved. WEF000106 Exp: 12/31/2027