Af Cap WLRD GR & Inc.-F2WGIFX
13F holders, Q4 2024 (December 31)4holders +1
0new positions
0sold out
$64.21avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding Af Cap WLRD GR & Inc.-F2 (WGIFX) in their 13F filings, up 1 from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Great Lakes Advisors, LLC ($368K), Transce3nd, LLC ($194K) and Tucker Asset Management LLC ($98K).
- Company
- Af Cap WLRD GR & Inc.-F2
- Filed as
- AMERICAN FUNDS CAPITAL WORLD GR INC F2 (Q4 2024)
- CUSIP
- 140543828
- 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: 780 shares bought and 344 shares sold, net +436 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Great Lakes Advisors, LLC | 0.00% | No change | 5,796 | $368K |
| Transce3nd, LLC | 0.07% | — | 2,932 | $194K |
| Tucker Asset Management LLC | 0.02% | Add +102.5% | 1,541 | $98K |
| Richardson Financial Services Inc. | 0.02% | Reduce -46.6% | 394 | $25K |
"% 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.