Wasatch Small Cap Value Fd

Name: Wasatch Small Cap Value Fd — Institutional Ownership
Creator: FBInvestor

CUSIP 936793207MFDWMCVXQ4 2025

Wasatch Small Cap Value Fd — Institutional Ownership (13F) · FBInvestor

Institutional Holders

13F filers

Shares Held

33.2K

Aggregate institutional

Institutional Value

$297.7K

Q4 2025

Net New Holders

0 new · 0 closed

Aggregate 13F value by quarter

Multi-quarter trend — upgrade to see history

Q4 2025

New positions0

Increased0

Decreased1

Sold out0

2 funds hold this security · Q4 2025

#	Fund	Shares	Value	Δ Shares	Activity
1	North Star Asset Management Inc	17.2K	$154.3K	−18.2K	Reduced
2	Williams Jones Wealth Management, LLC.	16.0K	$143.4K	0	Held