DOSSIER · 13F Holders · Q2 2026
WMGAX

Ivy Fds Mid Cap Growth Fd Cl A

2 institutions still hold Ivy Fds Mid Cap Growth Fd Cl A as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 466000577·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$60K
visible holders
Holders
2
filers reporting
Concentration
60.02%
ADIRONDACK TRUST CO #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported WMGAX in Q2 2026. ADIRONDACK TRUST CO leads at 60.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ADIRONDACK TRUST CO
CIK 0001054257
$36K2K0.01%Q2 2026
02
Motiv8 Investments LLC
CIK 0002024873
$24K1K0.01%Q4 2025