Af Cap WLRD GR & Inc. Class ACWGIX
13F holders, Q2 2025 (June 30)5holders +2
3new positions
1sold out
$71.12avg. 13F price*
At the end of Q2 2025, 5 institutions reported holding Af Cap WLRD GR & Inc. Class A (CWGIX) in their 13F filings, up 2 from Q1 2025. 3 opened new positions and 1 sold out. The largest holders were Coston, McIsaac & Partners ($565K), Williams Jones Wealth Management, LLC. ($258K) and Tower Bridge Advisors ($204K).
- Company
- Af Cap WLRD GR & Inc. Class A
- Filed as
- AMERICAN FUNDS CAPITAL WORLD GR&INC A (Q2 2025)
- CUSIP
- 140543109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $472K |
| Exits | 1 | $1K |
All 13F filers, Q1 2025 → Q2 2025: 6,663 shares bought and 18 shares sold, net +6,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Coston, McIsaac & Partners | 0.15% | Add +0.4% | 7,945 | $565K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 3,630 | $258K |
| Tower Bridge Advisors | 0.02% | New | 2,867 | $204K |
| Financial Gravity Companies, Inc. | 0.01% | — | 445 | $32K |
| Luminist Capital LLC | 0.01% | New | 137 | $10K |
"% 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.