WASATCH CORE GROWTH INSTITUTIONAL · 13F Institutional Holdings
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WASATCH CORE GROWTH INSTITUTIONAL
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Institutions
1
Combined AUM (Q2 2026)
$528,128
Combined Shares (Q2 2026)
6,400
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+0
0 · 0 New Buys
· ≈
—
📤 Outflow (Q1 2026→Q2 2026)
-600
1 · 0 Exit
· ≈
—
⚖️ Net
-600
—
Net Sell
💰 Net Value
≈ —
—
est. price
—
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6M
1Y
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Latest AUM (Q2 2026)
$528,128
Institutions
1
New Buys
0
Adds
0
Reduces
1
Exits
0
Unchanged
0
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
$528,128
6,400
$503,230
7,000
-600
-8.57%
Reduce
🧭 Institutional Sector Flow Heatmap
Market Cap
Net Flow
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⏳
Net Outflow
Net Inflow