Wasatch Core Growth Fund-InsWIGRX
13F holders, Q4 2025 (December 31)2holders +1
0new positions
0sold out
$76.09avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Wasatch Core Growth Fund-Ins (WIGRX) in their 13F filings, up 1 from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($533K) and Garton & Associates Financial Advisors LLC ($83K).
- Company
- Wasatch Core Growth Fund-Ins
- CUSIP
- 936793793
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 500 shares sold, net −500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -6.7% | 7,000 | $533K |
| Garton & Associates Financial Advisors LLC | 0.05% | — | 1,092 | $83K |
"% of holder's portfolio" is WIGRX's weight in each manager's 13F, not the share of Wasatch Core Growth Fund-Ins the manager owns.