Af Cap WLRD GR & Inc.-F3FWGIX
13F holders, Q3 2025 (September 30)3holders +1
2new positions
1sold out
$75.10avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Af Cap WLRD GR & Inc.-F3 (FWGIX) in their 13F filings, up 1 from Q2 2025. 2 opened new positions and 1 sold out. The largest holders were Kelleher Financial Advisors ($639K), Vermillion Wealth Management, Inc. ($55K) and Coston, McIsaac & Partners ($13K).
- Company
- Af Cap WLRD GR & Inc.-F3
- Filed as
- AMERICAN FUNDS CAPITAL WORLD GR&INC F3 (Q3 2025)
- CUSIP
- 140543117
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $694K |
| Exits | 1 | $1.2M |
All 13F filers, Q2 2025 → Q3 2025: 9,240 shares bought and 16,713 shares sold, net −7,473 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Kelleher Financial Advisors | 0.16% | New | 8,509 | $639K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 730 | $55K |
| Coston, McIsaac & Partners | 0.00% | Add +0.6% | 173 | $13K |
"% 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.