Wasatch Hoisington US TR-InvWHOSX

13F holders, Q1 2024 (March 31)
1holders
$11.38avg. 13F price*

At the end of Q1 2024, 1 institutions reported holding Wasatch Hoisington US TR-Inv (WHOSX) in their 13F filings. The largest holder was Ethos Financial Group, LLC ($2.9M).

Company
Wasatch Hoisington US TR-Inv
CUSIP
936772300
Latest filing quarter
Q1 2026

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 2Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 1 holders

Ethos Financial Group, LLC 0.55% Reduce -2.4% 250,936 $2.9M

"% of holder's portfolio" is WHOSX's weight in each manager's 13F, not the share of Wasatch Hoisington US TR-Inv the manager owns.