Wasatch Ultra Growth-InvWAMCX
13F holders, Q3 2025 (September 30)2holders
$30.63avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding Wasatch Ultra Growth-Inv (WAMCX) in their 13F filings. The largest holders were Williams Jones Wealth Management, LLC. ($249K) and Oakworth Capital, Inc. ($16K).
- Company
- Wasatch Ultra Growth-Inv
- CUSIP
- 936772409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $264K |
| Exits | 0 | $0 |
Ownership 2 holders
| Williams Jones Wealth Management, LLC. | 0.00% | New | 8,116 | $249K |
| Oakworth Capital, Inc. | 0.00% | New | 516 | $16K |
"% of holder's portfolio" is WAMCX's weight in each manager's 13F, not the share of Wasatch Ultra Growth-Inv the manager owns.