Af Cap WLRD GR & Inc. Class ACWGIX
13F holders, Q1 2025 (March 31)3holders
1new positions
1sold out
$63.29avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Af Cap WLRD GR & Inc. Class A (CWGIX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($501K), Financial Gravity Asset Management, Inc. ($28K) and Ascentis Wealth Management, LLC ($1K).
- Company
- Af Cap WLRD GR & Inc. Class A
- Filed as
- AMERICAN FUNDS CAPITAL WORLD GR&INC A (Q1 2025)
- CUSIP
- 140543109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1K |
| Exits | 1 | $107K |
All 13F filers, Q4 2024 → Q1 2025: 36 shares bought and 1,681 shares sold, net −1,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Coston, McIsaac & Partners | 0.15% | Add +0.2% | 7,916 | $501K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 444 | $28K |
| Ascentis Wealth Management, LLC | 0.00% | New | 18 | $1K |
"% of holder's portfolio" is CWGIX's weight in each manager's 13F, not the share of Af Cap WLRD GR & Inc. Class A the manager owns.