Af Cap WLRD GR & Inc.-F2WGIFX
13F holders, Q3 2024 (September 30)3holders −1
0new positions
1sold out
$68.71avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding Af Cap WLRD GR & Inc.-F2 (WGIFX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Great Lakes Advisors, LLC ($399K), Tucker Asset Management LLC ($52K) and Richardson Financial Services Inc. ($50K).
- Company
- Af Cap WLRD GR & Inc.-F2
- Filed as
- AMERICAN FUNDS CAPITAL WORLD GR&INC F2 (Q3 2024)
- CUSIP
- 140543828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $166K |
All 13F filers, Q2 2024 → Q3 2024: 382 shares bought and 2,525 shares sold, net −2,143 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Great Lakes Advisors, LLC | 0.00% | No change | 5,796 | $399K |
| Tucker Asset Management LLC | 0.01% | Add +1.7% | 761 | $52K |
| Richardson Financial Services Inc. | 0.03% | Add +100.0% | 738 | $50K |
"% 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.