Af Cap WLRD GR & Inc.-F2WGIFX
13F holders, Q1 2026 (March 31)6holders
2new positions
1sold out
$75.57avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding Af Cap WLRD GR & Inc.-F2 (WGIFX) in their 13F filings, unchanged from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were Keystone Financial Group ($3.8M), Kelleher Financial Advisors ($715K) and Great Lakes Advisors, LLC ($407K).
- Company
- Af Cap WLRD GR & Inc.-F2
- Filed as
- AMERICAN CAPITAL WORLD GROWTH AND INCOME FUND CLASS F2 (Q1 2026)
- CUSIP
- 140543828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.8M |
| Exits | 1 | $6K |
All 13F filers, Q4 2025 → Q1 2026: 48,771 shares bought and 86 shares sold, net +48,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Keystone Financial Group | 0.26% | New | 48,436 | $3.8M |
| Kelleher Financial Advisors | 0.18% | Add +0.3% | 10,176 | $715K |
| Great Lakes Advisors, LLC | 0.00% | No change | 5,796 | $407K |
| Transce3nd, LLC | 0.96% | Reduce -0.2% | 1,536 | $108K |
| Richardson Financial Services Inc. | 0.02% | Add +0.2% | 486 | $34K |
| McIlrath & Eck, LLC | 0.00% | New | 301 | $21K |
"% 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.