Wasatch Small Cap Value FundWMCVX
13F holders, Q4 2024 (December 31)1holders
0new positions
0sold out
$9.87avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Wasatch Small Cap Value Fund (WMCVX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was North Star Asset Management Inc. ($349K).
- Company
- Wasatch Small Cap Value Fund
- CUSIP
- 936793207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 4,887 shares bought, net +4,887 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| North Star Asset Management Inc. | 0.02% | Add +16.0% | 35,404 | $349K |
"% of holder's portfolio" is WMCVX's weight in each manager's 13F, not the share of Wasatch Small Cap Value Fund the manager owns.