Security Snapshot

Wasatch-Hoisington Us Tr Easury - MF Institutional Ownership

CUSIP: 936772300

13F Institutional Holders and Ownership History from Q2 2022 to Q4 2025

Latest Period

Q4 2025

Institutions Reporting

1

Shares (Excl. Options)

368,016

Price

$10.17

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Type / Class
Equity / MF
Price per share
$10.17
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
368,016
Total reported value
$3,742,723
% of total 13F portfolios
0%
Share change
+10,356
Value change
+$105,321
Number of holders
1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • 936772300 - Wasatch-Hoisington Us Tr Easury - MF is tracked under CUSIP 936772300.
  • 1 institution reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 1 to 1 between Q3 2025 and Q4 2025.
  • Reported value moved from $3,723,244 to $3,742,723.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 1 institution filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 936772300?
CUSIP 936772300 identifies 936772300 - Wasatch-Hoisington Us Tr Easury - MF in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 1 institutional investors reported holding 368,016 shares of Wasatch-Hoisington Us Tr Easury - MF.

Institutional Holders of Wasatch-Hoisington Us Tr Easury - MF across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 368,016 $3,742,723 +$105,321 $10.17 1
2025 Q3 357,660 $3,723,244 +$23,058 $10.41 1
2025 Q2 355,445 $3,650,424 +$1,042,817 $10.27 1
2025 Q1 253,905 $2,625,382 $10.34 1
2024 Q4 253,905 $2,625,382 +$26,047 $10.34 1
2024 Q3 251,386 $2,964,000 -$28,388 $11.79 1
2024 Q2 253,858 $2,794,648 +$31,968 $10.87 2
2024 Q1 250,936 $2,856,000 -$68,835 $11.38 1
2023 Q4 256,984 $3,089,000 +$3,089,000 $12.02 1
2022 Q3 0 $0 -$314,000 $10.17 0
2022 Q2 22,052 $314,000 +$314,000 $14.24 1