The fund is an actively managed U.S. equity ETF that invests at least 80% of net assets in equity securities, primarily common stock, of small- and mid-capitalization companies, defined by market capitalization ranges of the Russell 2000 Index and Russell Midcap Index at the most recent reconstitution date. The Fund may invest up to 20% of assets in foreign companies and may invest in IPOs. Wasatch Advisors LP (d/b/a Wasatch Global Investors) is the investment adviser, with ALPS Advisors, Inc. serving as sub-adviser handling trading/creation-redemption processes.
The WSMD ETF is actively managed, so it doesn't track an index. We're working to retrieve all detailed holding information.