Wasatch Micro Cap Value-InvWAMVX
13F holders, Q2 2025 (June 30)2holders
0new positions
0sold out
$4.13avg. 13F price*
At the end of Q2 2025, 2 institutions reported holding Wasatch Micro Cap Value-Inv (WAMVX) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($589K) and North Star Asset Management Inc. ($79K).
- Company
- Wasatch Micro Cap Value-Inv
- CUSIP
- 936793504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 6,430 shares bought, net +6,430 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 142,593 | $589K |
| North Star Asset Management Inc. | 0.00% | Add +50.9% | 19,071 | $79K |
"% 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.