Wasatch Small Cap Value FundWMCVX
13F holders, Q1 2026 (March 31)2holders
0new positions
0sold out
$9.02avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Wasatch Small Cap Value Fund (WMCVX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holders were North Star Asset Management Inc. ($155K) and Williams Jones Wealth Management, LLC. ($144K).
- Company
- Wasatch Small Cap Value Fund
- CUSIP
- 936793207
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 2 holders
| North Star Asset Management Inc. | 0.01% | No change | 17,224 | $155K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 16,000 | $144K |
"% 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.