Af Cap WLRD GR & Inc.-F3FWGIX

13F holders, Q2 2025 (June 30)
2holders −1
0new positions
1sold out
$71.06avg. 13F price*

At the end of Q2 2025, 2 institutions reported holding Af Cap WLRD GR & Inc.-F3 (FWGIX) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were RiverFront Investment Group, LLC ($1.2M) and Coston, McIsaac & Partners ($12K).

Company
Af Cap WLRD GR & Inc.-F3
Filed as
AMERICAN FUNDS CAPITAL WORLD GR&INC F3 (Q2 2025)
CUSIP
140543117
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 2Q1 2024Q2 2024: 5Q2 2024Q3 2024: 2Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 4Q4 2025Q1 2026: 3Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions0$0
Exits1$46K

All 13F filers, Q1 2025 → Q2 2025: 1 shares bought and 759 shares sold, net −758 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

RiverFront Investment Group, LLC 0.02% Reduce -0.2% 16,713 $1.2M
Coston, McIsaac & Partners 0.00% Add +0.6% 172 $12K

"% 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.