WASATCH FUNDS TRUST
About this Fund
WASATCH FUNDS TRUST is a renowned mutual fund company that specializes in providing a diverse range of investment solutions to help individuals and institutions achieve their long-term financial goals. As a leading player in the asset management industry, the company offers a broad spectrum of mutual funds that cater to various investor preferences and risk profiles, including equity, debt, hybrid, and specialty funds. With a strong focus on wealth management, WASATCH FUNDS TRUST strives to deliver consistent and sustainable returns to its investors, while emphasizing the importance of disciplined investment strategies and prudent risk management. The company's investment approach is centered around a thorough research-driven process, which enables its experienced team of portfolio managers to identify attractive investment opportunities and construct well-diversified portfolios that balance risk and potential returns. By leveraging its extensive expertise and resources, WASATCH FUNDS TRUST is committed to helping investors build and manage their portfolios, whether through systematic investment plans (SIPs) or lump sum investments. The company's investor-centric approach is designed to provide personalized support and guidance, ensuring that each investor's unique needs and objectives are addressed. With a strong emphasis on transparency, accountability, and customer satisfaction, WASATCH FUNDS TRUST has established itself as a trusted partner for investors seeking to navigate the complexities of the financial markets. The company's commitment to excellence is reflected in its rigorous investment processes, which are continually refined and improved to stay ahead of the evolving market landscape. As a result, investors have come to rely on WASATCH FUNDS TRUST for its unwavering dedication to delivering exceptional investment results and outstanding client service, making it a preferred choice for those seeking to grow and protect their wealth over the long term. WASATCH FUNDS TRUST's comprehensive range of mutual funds is designed to accommodate various investment horizons and risk tolerance levels, from conservative income-generating strategies to more aggressive growth-oriented approaches. The company's equity funds, for instance, offer exposure to a broad range of domestic and international markets, sectors, and industries, while its debt funds provide a stable source of income and capital preservation. Hybrid funds, which combine elements of equity and debt investments, offer a balanced approach to portfolio construction, while specialty funds focus on specific themes or asset classes, such as real estate or commodities. By offering this diverse array of investment options, WASATCH FUNDS TRUST enables investors to create tailored portfolios that align with their individual financial goals, risk profiles, and investment philosophies. Through its unwavering commitment to investment excellence and customer satisfaction, the company has earned the trust and loyalty of its investors, who appreciate the value of partnering with a seasoned and reputable mutual fund company that prioritizes their needs and aspirations above all else.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | AAON AAON Inc Since 2026-05-10 | 000360206 | Equity (Common) |
2.21%
|
$0.36 | 4,326 |
| 2 | AME AMETEK Inc Since 2026-05-10 | 031100100 | Equity (Common) |
3.54%
|
$0.57 | 2,667 |
| 3 | BLDR Builders FirstSource Inc Since 2026-05-10 | 12008R107 | Equity (Common) |
3.12%
|
$0.51 | 6,128 |
| 4 | FND Floor & Decor Holdings Inc Since 2026-05-10 | 339750101 | Equity (Common) |
2.70%
|
$0.44 | 8,592 |
| 5 | GWRE Guidewire Software Inc Since 2026-05-10 | 40171V100 | Equity (Common) |
2.81%
|
$0.45 | 3,035 |
| 6 | HQY HealthEquity Inc Since 2026-05-10 | 42226A107 | Equity (Common) |
5.70%
|
$0.92 | 11,022 |
| 7 | LOAR Loar Holdings Inc Since 2026-05-10 | 53947R105 | Equity (Common) |
2.20%
|
$0.35 | 6,196 |
| 8 | MANH Manhattan Associates Inc Since 2026-05-10 | 562750109 | Equity (Common) |
2.64%
|
$0.43 | 3,205 |
| 9 | MEDP Medpace Holdings Inc Since 2026-05-10 | 58506Q109 | Equity (Common) |
3.47%
|
$0.56 | 1,168 |
| 10 | MPWR Monolithic Power Systems Inc Since 2026-05-10 | 609839105 | Equity (Common) |
2.96%
|
$0.48 | 437 |
| 11 | NOVT Novanta Inc Since 2026-05-10 | 67000B104 | Equity (Common) |
2.95%
|
$0.48 | 4,033 |
| 12 | PJT PJT Partners Inc Since 2026-05-10 | 69343T107 | Equity (Common) |
3.48%
|
$0.56 | 4,026 |
| 13 | PAY Paymentus Holdings Inc Since 2026-05-10 | 70439P108 | Equity (Common) |
2.60%
|
$0.42 | 16,527 |
| 14 | PCOR Procore Technologies Inc Since 2026-05-10 | 74275K108 | Equity (Common) |
2.62%
|
$0.42 | 7,428 |
| 15 | ROL Rollins Inc Since 2026-05-10 | 775711104 | Equity (Common) |
3.79%
|
$0.61 | 11,470 |
| 16 | SAIA Saia Inc Since 2026-05-10 | 78709Y105 | Equity (Common) |
4.06%
|
$0.66 | 1,866 |
| 17 | TYL Tyler Technologies Inc Since 2026-05-10 | 902252105 | Equity (Common) |
2.30%
|
$0.37 | 1,087 |
| 18 | ULS UL Solutions Inc Since 2026-05-10 | 903731107 | Equity (Common) |
4.18%
|
$0.68 | 7,887 |
| 19 | VVV Valvoline Inc Since 2026-05-10 | 92047W101 | Equity (Common) |
2.61%
|
$0.42 | 12,524 |
| 20 | FN Fabrinet Since 2026-05-10 | — | Equity (Common) |
3.60%
|
$0.58 | 1,117 |
| 21 | SN SharkNinja Inc Since 2026-05-10 | — | Equity (Common) |
3.99%
|
$0.65 | 6,093 |
| 22 | GLBE Global-e Online Ltd Since 2026-05-10 | — | Equity (Common) |
2.67%
|
$0.43 | 13,983 |
| 23 | NVMI Nova Ltd Since 2026-05-10 | — | Equity (Common) |
3.46%
|
$0.56 | 1,288 |