Wasatch Hoisington US TR-InvWHOSX
13F holders, Q2 2025 (June 30)1holders
0new positions
0sold out
$10.27avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding Wasatch Hoisington US TR-Inv (WHOSX) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holder was Ethos Financial Group, LLC ($3.7M).
- Company
- Wasatch Hoisington US TR-Inv
- CUSIP
- 936772300
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 101,540 shares bought, net +101,540 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Ethos Financial Group, LLC | 0.32% | Add +40.0% | 355,445 | $3.7M |
"% 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.