WAMCX — Wasatch Ultra Growth Fund Investor Class Institutional Holders · Q2 2026
Who owns Wasatch Ultra Growth Fund Investor Class (WAMCX)? 2 institutions reported holding $239,707 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Williams Jones Wealth Management, LLC. ($239,707), Oakworth Capital, Inc. ($0).
| 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