Wasatch Micro Cap Value FD

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Williams Jones Wealth Management, Llc.

UNCHANGED

Shares142,593 from 142,593

Change0 (0%)

Value$658.8K (-$72.7K)

Filed 2026-11-05

North Star Asset Management Inc

N/A

Shares— from 20,470

Change-20,470 (-100%)

Value—

	Status
Williams Jones Wealth Management, Llc.	UNCHANGED	142,593	142,593	0	0%	$731.5K	$658.8K	-$72.7K	2026-11-05
North Star Asset Management Inc	N/A	—	20,470	-20,470	-100%	$105.0K	—	—	—

Showing 2 of 2 institutions