Institutional Ownership
Wasatch Ultra Growth Fund
CUSIP 936772409MFWAMCXQ1 2026
Institutional Holders
2
13F filers
Shares Held
8.0K
Aggregate institutional
Institutional Value
$244.0K
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased0
Decreased1
Sold out0
Institutional Holders
2 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | 7.7K | $234.8K | 0 | Held |
| 2 | Oakworth Capital, Inc. | 300 | $9.2K | −216 | Reduced |