Af Cap WLRD GR & Inc.-F2WGIFX
13F holders, Q2 2024 (June 30)4holders +2
2new positions
0sold out
$65.48avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Af Cap WLRD GR & Inc.-F2 (WGIFX) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were Great Lakes Advisors, LLC ($379K), ORG Partners LLC ($166K) and Tucker Asset Management LLC ($49K).
- Company
- Af Cap WLRD GR & Inc.-F2
- Filed as
- AMERICAN FUNDS CAPITAL W (Q2 2024)
- CUSIP
- 140543828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $545K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 8,332 shares bought and 122 shares sold, net +8,210 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Great Lakes Advisors, LLC | 0.00% | New | 5,796 | $379K |
| ORG Partners LLC | 0.02% | New | 2,525 | $166K |
| Tucker Asset Management LLC | 0.01% | Add +1.5% | 748 | $49K |
| Richardson Financial Services Inc. | 0.02% | Reduce -24.9% | 369 | $24K |
"% 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.