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Wasatch Small Cap Value FD

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Williams Jones Wealth Management, Llc.
DECREASED
Shares15,500 from 16,000
Change-500 (-3%)
Value$149.3K (-$15.4K)
Filed 2026-11-05
North Star Asset Management Inc
N/A
Shares— from 17,224
Change-17,224 (-100%)
Value—
Status
Williams Jones Wealth Management, Llc.
DECREASED15,50016,000-500-3%$164.6K$149.3K-$15.4K2026-11-05
North Star Asset Management Inc
N/A—17,224-17,224-100%$177.2K———
Showing 2 of 2 institutions