Wasatch Hoisington US TR-InvWHOSX
13F holders, Q2 2024 (June 30)2holders +1
1new positions
0sold out
$11.01avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Wasatch Hoisington US TR-Inv (WHOSX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Ethos Financial Group, LLC ($2.8M) and ORG Partners LLC ($8K).
- Company
- Wasatch Hoisington US TR-Inv
- CUSIP
- 936772300
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $8K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 2,922 shares bought, net +2,922 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Ethos Financial Group, LLC | 0.50% | Add +0.9% | 253,145 | $2.8M |
| ORG Partners LLC | 0.00% | New | 713 | $8K |
"% 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.