DOSSIER · 13F Holders · Q3 2026
WMGAX

Ivy Fds Mid Cap Growth Fd Cl A

2 institutions still hold Ivy Fds Mid Cap Growth Fd Cl A as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 466000577·2 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$59K
visible holders
Holders
2
filers reporting
Concentration
59.42%
ADIRONDACK TRUST CO #1
top holder share
AI Holders Summary · Q3 2026

2 institutions reported WMGAX in Q3 2026. ADIRONDACK TRUST CO leads at 59.4% 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
$35K2K0.01%Q3 2026
02
Motiv8 Investments LLC
CIK 0002024873
$24K1K0.01%Q4 2025