Wasatch Small Cap Value Fd (WMCVX) institutional ownership

WASATCH SMALL CAP VALUE FD · 13F, 2026Q2

Managers holding2
Shares held33,224
Reported value$341,870
Quarter flows0 new, 0 added, 0 trimmed, 0 exited

Top 2 holders

ManagerSharesValue% of manager's 13F
NORTH STAR ASSET MANAGEMENT INC17,224$177,2300.0%
Williams Jones Wealth Management, LLC.16,000$164,6400.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("WMCVX"). WMCVX price history · All 13F data

Get a free API keySee history bundlesDownload free samples