DOSSIER · 13F Holders · Q2 2026
WMCVX

WASATCH SMALL CAP VALUE FD

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

CUSIP 936793207·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$342K
visible holders
Holders
2
filers reporting
Concentration
51.84%
NORTH STAR ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported WMCVX in Q2 2026. NORTH STAR ASSET MANAGEMENT INC leads at 51.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
NORTH STAR ASSET MANAGEMENT INC
CIK 0001056559
$177K17K0.01%Q2 2026
02
Williams Jones Wealth Management, LLC.
CIK 0001788587
$165K16K0.00%Q2 2026