Af Cap WLRD GR & Inc.-F2WGIFX
13F holders, Q1 2025 (March 31)4holders
1new positions
1sold out
$62.41avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Af Cap WLRD GR & Inc.-F2 (WGIFX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Great Lakes Advisors, LLC ($366K), Transce3nd, LLC ($154K) and Ascentis Wealth Management, LLC ($60K).
- Company
- Af Cap WLRD GR & Inc.-F2
- Filed as
- AMERICAN FUNDS CAPITAL W (Q1 2025)
- CUSIP
- 140543828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $60K |
| Exits | 1 | $98K |
All 13F filers, Q4 2024 → Q1 2025: 938 shares bought and 1,918 shares sold, net −980 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 | $366K |
| Transce3nd, LLC | 0.07% | Reduce -12.9% | 2,555 | $154K |
| Ascentis Wealth Management, LLC | 0.02% | New | 937 | $60K |
| Richardson Financial Services Inc. | 0.02% | Add +0.3% | 395 | $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.