Wasatch Hoisington US TR-InvWHOSX
13F holders, Q4 2024 (December 31)1holders
0new positions
0sold out
$10.34avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Wasatch Hoisington US TR-Inv (WHOSX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was Ethos Financial Group, LLC ($2.6M).
- Company
- Wasatch Hoisington US TR-Inv
- CUSIP
- 936772300
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 2,519 shares bought, net +2,519 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Ethos Financial Group, LLC | 0.34% | Add +1.0% | 253,905 | $2.6M |
"% 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.