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WAMVX — Wasatch Micro Cap Value Fd Institutional Holders · Q2 2026

Who owns Wasatch Micro Cap Value Fd (WAMVX)? 2 institutions reported holding $836,512 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Williams Jones Wealth Management, LLC. ($731,501), North Star Asset Management Inc ($105,011).

RankInstitutionValueSharesChange
1Williams Jones Wealth Management, LLC.$731,501142,593Hold
2NORTH STAR ASSET MANAGEMENT INC$105,01120,470Hold

Source: SEC Form 13F filings · as of 2026-06-30