WASATCH FUNDS TR MICRO CAP VAL

WAMVX

Institutions

Combined AUM (Q2 2026)

$836,512

Combined Shares (Q2 2026)

163,063

Overall Trend

No Change

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

0 institutions added · 0 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-0

0 institutions reduced · 0 exits

Est. sell amount ≈ —

⚖️ Net Share Change

—

Flat

💰 Est. Net Value

≈ —

—

est. price —

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Latest AUM (Q2 2026)

$836,512

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Ownership Trend	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Williams Jones Wealth Management, LLC.		0.01%	0.01%	#1	$731,501	142,593	$570,371	142,593	00.00%	Unchanged
NORTH STAR ASSET MANAGEMENT INC		<0.01%	<0.01%	#2	$105,011	20,470	$81,880	20,470	00.00%	Unchanged

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow