WMCVX WASATCH FDS INC SMALL CAP VAL: institutional ownership and insider trading

2 funds reported holding $342K of WASATCH FDS INC SMALL CAP VAL in their latest 13F filings; in Q2 2026 funds net bought $0, with 0 new positions and 0 funds selling out.

Largest institutional holders of WMCVX

  1. NORTH STAR ASSET MANAGEMENT INC — $177K
  2. Williams Jones Wealth Management, LLC. — $165K

Who owns the most WMCVX stock?

The largest institutional holders of WASATCH FDS INC SMALL CAP VAL in the latest 13F filings are NORTH STAR ASSET MANAGEMENT INC ($177K), Williams Jones Wealth Management, LLC. ($165K).

All WMCVX 13F holders