DOSSIER · 13F Holders · Q2 2026
WAMVX

WASATCH MICRO CAP VALUE FD

2 institutions still hold WASATCH MICRO CAP VALUE FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 936793504·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$837K
visible holders
Holders
2
filers reporting
Concentration
87.45%
Williams Jones Wealth Management, LLC. #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported WAMVX in Q2 2026. Williams Jones Wealth Management, LLC. leads at 87.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Williams Jones Wealth Management, LLC.
CIK 0001788587
$732K143K0.01%Q2 2026
02
NORTH STAR ASSET MANAGEMENT INC
CIK 0001056559
$105K20K0.00%Q2 2026