2 institutions reported holding $239,707 of WASATCH ULTRA GROWTH FUND INVESTOR CLASS (WAMCX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Williams Jones Wealth Management, LLC. ($239,707), OAKWORTH CAPITAL, INC. ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | $239,707 | 6,184 | Trimmed |
| 2 | OAKWORTH CAPITAL, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30