Af Cap WLRD GR & Inc.-F3FWGIX
13F holders, Q1 2025 (March 31)3holders
1new positions
1sold out
$63.19avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Af Cap WLRD GR & Inc.-F3 (FWGIX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were RiverFront Investment Group, LLC ($1.1M), Vermillion Wealth Management, Inc. ($46K) and Coston, McIsaac & Partners ($10K).
- Company
- Af Cap WLRD GR & Inc.-F3
- Filed as
- AMERICAN FUNDS CAPITAL WORLD GR&INC F3 (Q1 2025)
- CUSIP
- 140543117
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $46K |
| Exits | 1 | $1.3M |
All 13F filers, Q4 2024 → Q1 2025: 2,731 shares bought and 20,301 shares sold, net −17,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| RiverFront Investment Group, LLC | 0.02% | Add +13.6% | 16,745 | $1.1M |
| Vermillion Wealth Management, Inc. | 0.01% | New | 727 | $46K |
| Coston, McIsaac & Partners | 0.00% | Add +0.6% | 171 | $10K |
"% 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.