Af Cap WLRD GR & Inc.-F3FWGIX
13F holders, Q2 2026 (June 30)3holders
1new positions
0sold out
$81.56avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Af Cap WLRD GR & Inc.-F3 (FWGIX) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($437K), Vermillion Wealth Management, Inc. ($62K) and Coston, McIsaac & Partners ($15K).
- Company
- Af Cap WLRD GR & Inc.-F3
- Filed as
- AMERICAN FDS CAPITAL WORLD GR&INC F-3 (Q2 2026)
- CUSIP
- 140543117
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $62K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 760 shares bought and 3,457 shares sold, net −2,697 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Kelleher Financial Advisors | 0.06% | Reduce -39.2% | 5,354 | $437K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 759 | $62K |
| Coston, McIsaac & Partners | 0.00% | Add +0.5% | 191 | $15K |
"% of holder's portfolio" is FWGIX's weight in each manager's 13F, not the share of Af Cap WLRD GR & Inc.-F3 the manager owns.