WMCVX — Wasatch Small Cap Value Fd Institutional Holders · Q2 2026
Who owns Wasatch Small Cap Value Fd (WMCVX)? 2 institutions reported holding $341,870 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: North Star Asset Management Inc ($177,230), Williams Jones Wealth Management, LLC. ($164,640).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | $177,230 | 17,224 | Hold |
| 2 | Williams Jones Wealth Management, LLC. | $164,640 | 16,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30