2 institutions reported holding $299,676 of WASATCH SMALL CAP VALUE FD (WMCVX) in SEC 13F filings for 2026-03-31. Largest institutional holders: NORTH STAR ASSET MANAGEMENT INC ($155,356), Williams Jones Wealth Management, LLC. ($144,320). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | $155,356 | 17,224 | Hold |
| 2 | Williams Jones Wealth Management, LLC. | $144,320 | 16,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31