Af Cap WLRD GR & Inc.-F2WGIFX

13F holders, Q1 2024 (March 31)
2holders
$63.14avg. 13F price*

At the end of Q1 2024, 2 institutions reported holding Af Cap WLRD GR & Inc.-F2 (WGIFX) in their 13F filings. The largest holders were Tucker Asset Management LLC ($48K) and Richardson Financial Services Inc. ($30K).

Company
Af Cap WLRD GR & Inc.-F2
Filed as
AMERICAN FUNDS CAPITAL W (Q1 2024)
CUSIP
140543828
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 2Q1 2024Q2 2024: 4Q2 2024Q3 2024: 3Q3 2024Q4 2024: 4Q4 2024Q1 2025: 4Q1 2025Q2 2025: 3Q2 2025Q3 2025: 4Q3 2025Q4 2025: 6Q4 2025Q1 2026: 6Q1 2026Q2 2026: 5Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$30K
Exits1$23K

Ownership 2 holders

Tucker Asset Management LLC 0.01% Add +1.5% 737 $48K
Richardson Financial Services Inc. 0.02% New 491 $30K

"% of holder's portfolio" is WGIFX's weight in each manager's 13F, not the share of Af Cap WLRD GR & Inc.-F2 the manager owns.