Wasatch Hoisington US TR-InvWHOSX
13F holders, Q1 2025 (March 31)1holders
0new positions
0sold out
$10.34avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Wasatch Hoisington US TR-Inv (WHOSX) in their 13F filings, unchanged from Q4 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 1 holders
| Ethos Financial Group, LLC | 0.25% | No change | 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.