Wasatch Small Cap Value-InsWICVX
13F holders, Q2 2024 (June 30)2holders +1
1new positions
0sold out
$10.90avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Wasatch Small Cap Value-Ins (WICVX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Atlas Wealth LLC ($382K) and Tucker Asset Management LLC ($2K).
- Company
- Wasatch Small Cap Value-Ins
- CUSIP
- 936793777
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $382K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 35,001 shares bought, net +35,001 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Atlas Wealth LLC | 0.07% | New | 35,001 | $382K |
| Tucker Asset Management LLC | 0.00% | No change | 139 | $2K |
"% 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.