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Wasatch Small/Mid Cap ETF
WSMD performance and flow charts
Performance
Flows
Historic performance and flows
Data as of September 11, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -5.81% | |||||
| Flows | +$6M | - | - | - | - | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | Wasatch Global Investors |
| N° of holdings | 0 |
| Dividend policy | Distributing |
| Inception date | July 29, 2026 |
| ESG | No |
More data and info about WSMD on Trackinsight
Exposure
Data as of January 1, 1970Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | ||||
Max drawdown | ||||
Max drawdown duration | N/A | N/A | N/A | N/A |
Time to recover | N/A | N/A | N/A | N/A |
What type of ETF is WSMD?
WSMD is a Active ETF that provides exposure to Equity assets. It is managed by Wasatch Global Investors.
What does WSMD invest in?
This ETF provides exposure to Other Mid and Small-Cap US Equities. It is part of the segment: US Multi-Factor.
What is the expense ratio of WSMD?
The total expense ratio (TER) of WSMD is 0.75%, representing the annual fee charged by the fund manager.
When was WSMD launched?
WSMD was launched on July 29, 2026, marking its entry into the ETF market.
Who is the issuer of WSMD?
WSMD is issued by Wasatch Global Investors.
What is the AUM of WSMD?
As of September 11, 2026, WSMD manages $9.15 M, reflecting the total assets held in the fund.
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