Wasatch Hoisington US TR-InvWHOSX
13F holders, Q3 2024 (September 30)1holders −1
0new positions
1sold out
$11.79avg. 13F price*
At the end of Q3 2024, 1 institutions reported holding Wasatch Hoisington US TR-Inv (WHOSX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holder was Ethos Financial Group, LLC ($3.0M).
- Company
- Wasatch Hoisington US TR-Inv
- CUSIP
- 936772300
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $8K |
All 13F filers, Q2 2024 → Q3 2024: 2,472 shares sold, net −2,472 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Ethos Financial Group, LLC | 0.49% | Reduce -0.7% | 251,386 | $3.0M |
"% 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.