WASATCH FUNDS TRUST - WAMCX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | History | No change | 7,674 | 234 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 300 | 9 | 0.0% | 0.0% | 2 | -216 | -41.86% | Q1 2026 | Apr 24, 2026 |