Wedgewood Fund RetailRWGFX
13F holders, Q4 2024 (December 31)1holders
0new positions
0sold out
$4.59avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Wedgewood Fund Retail (RWGFX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was Coston, McIsaac & Partners ($22K).
- Company
- Wedgewood Fund Retail
- CUSIP
- 76882K405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 706 shares bought, net +706 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.01% | Add +17.3% | 4,792 | $22K |
"% of holder's portfolio" is RWGFX's weight in each manager's 13F, not the share of Wedgewood Fund Retail the manager owns.