Wasatch Micro Cap Value-InvWAMVX
13F holders, Q1 2025 (March 31)2holders +1
1new positions
0sold out
$3.76avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Wasatch Micro Cap Value-Inv (WAMVX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($536K) and North Star Asset Management Inc. ($48K).
- Company
- Wasatch Micro Cap Value-Inv
- CUSIP
- 936793504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $536K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 142,593 shares bought, net +142,593 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Williams Jones Wealth Management, LLC. | 0.01% | New | 142,593 | $536K |
| North Star Asset Management Inc. | 0.00% | No change | 12,641 | $48K |
"% of holder's portfolio" is WAMVX's weight in each manager's 13F, not the share of Wasatch Micro Cap Value-Inv the manager owns.