Af Cap WLRD GR & Inc. Class ACWGIX
13F holders, Q3 2025 (September 30)3holders −2
1new positions
2sold out
$75.26avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Af Cap WLRD GR & Inc. Class A (CWGIX) in their 13F filings, down 2 from Q2 2025. 1 opened new positions and 2 sold out. The largest holders were Coston, McIsaac & Partners ($597K), Westside Investment Management, Inc. ($275K) and Tower Bridge Advisors ($216K).
- Company
- Af Cap WLRD GR & Inc. Class A
- Filed as
- AMERICAN FUNDS CAPITAL WORLD GR&INC A (Q3 2025)
- CUSIP
- 140543109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $275K |
| Exits | 2 | $268K |
All 13F filers, Q2 2025 → Q3 2025: 3,648 shares bought and 3,767 shares sold, net −119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Coston, McIsaac & Partners | 0.14% | No change | 7,945 | $597K |
| Westside Investment Management, Inc. | 0.04% | New | 3,641 | $275K |
| Tower Bridge Advisors | 0.02% | Add +0.2% | 2,874 | $216K |
"% 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.