Wasatch Small Cap Value-InsWICVX

13F holders, Q2 2025 (June 30)
1holders
1new positions
0sold out
$4.00avg. 13F price*

At the end of Q2 2025, 1 institutions reported holding Wasatch Small Cap Value-Ins (WICVX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 0 sold out. The largest holder was Brooklyn Investment Group ($4).

Company
Wasatch Small Cap Value-Ins
CUSIP
936793777
Latest filing quarter
Q2 2025

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 2Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q2 2025: 1Q2 2025

Total Exit/New Position Q4 2024 → Q2 2025

InstitutionsTotal Value
New Positions1$4
Exits0$0

All 13F filers, Q4 2024 → Q2 2025: 1 shares bought, net +1 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Brooklyn Investment Group 0.00% New 1 $4

"% of holder's portfolio" is WICVX's weight in each manager's 13F, not the share of Wasatch Small Cap Value-Ins the manager owns.