WASATCH FUNDS TRUST - WMCVX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 17,224 | 154 | 0.01% | 0.01% | 1 | -18,180 | -51.35% | Q4 2025 | Feb 09, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 16,000 | 143 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |