Vault-13

WASATCH ULTRA GROWTH FUND WAMCX

MF · Open-End Fund · CUSIP 936772409

1 institutional holders -1 vs Q1 2026
6,1846.2k shares reported held*
$239.7kreported value*
0 new 0 added 1 reduced 1 sold out net sold ≈ $69.4k (-1.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $38.76.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

012Q4 23: 1Q1 24: 0Q2 24: 0Q3 24: 0Q4 24: 0Q1 25: 0Q2 25: 0Q3 25: 2Q4 25: 2Q1 26: 2Q2 26: 11Q4 23Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20231
Q1 20240
Q2 20240
Q3 20240
Q4 20240
Q1 20250
Q2 20250
Q3 20252
Q4 20252
Q1 20262
Q2 20261

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
202Q1 24: 0 bought or addedQ1 24: 1 cut or sold outQ1 24Q4 25: 0 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 0 bought or addedQ1 26: 1 cut or sold outQ1 26Q2 26: 0 bought or addedQ2 26: 2 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202401
Q4 202501
Q1 202601
Q2 202602

Biggest buyers

None

Biggest sellers

Williams Jones Wealth Management, LLC. Reduced -1,490-1.5k
OAKWORTH CAPITAL, INC. Sold out -300-300

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Williams Jones Wealth Management, LLC. 0.00% of their portfolio NEW YORK, NY 6,1846.2k $239.7k $239.7k 0.00% Reduced -1.5k -1,490