Af Cap WLRD GR & Inc.-F2WGIFX
13F holders, Q2 2025 (June 30)3holders −1
0new positions
1sold out
$71.12avg. 13F price*
At the end of Q2 2025, 3 institutions reported holding Af Cap WLRD GR & Inc.-F2 (WGIFX) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were Great Lakes Advisors, LLC ($412K), Transce3nd, LLC ($177K) and Richardson Financial Services Inc. ($31K).
- Company
- Af Cap WLRD GR & Inc.-F2
- Filed as
- AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FUND CLASS F-2 (Q2 2025)
- CUSIP
- 140543828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $60K |
All 13F filers, Q1 2025 → Q2 2025: 46 shares bought and 1,012 shares sold, net −966 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 | $412K |
| Transce3nd, LLC | 0.07% | Reduce -2.9% | 2,480 | $177K |
| Richardson Financial Services Inc. | 0.02% | Add +11.7% | 441 | $31K |
"% 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.