Institutional Ownership
Wasatch Small Cap Value Fd
CUSIP 936793207MFDWMCVXQ1 2026
Institutional Holders
2
13F filers
Shares Held
33.2K
Aggregate institutional
Institutional Value
$299.7K
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
Decreased0
Sold out0
Institutional Holders
2 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | North Star Asset Management Inc | 17.2K | $155.4K | 0 | Held |
| 2 | Williams Jones Wealth Management, LLC. | 16.0K | $144.3K | 0 | Held |