Amer FND Wash Mut Inv-F2WMFFX
13F holders, Q4 2024 (December 31)7holders +2
2new positions
1sold out
$61.80avg. 13F price*
At the end of Q4 2024, 7 institutions reported holding Amer FND Wash Mut Inv-F2 (WMFFX) in their 13F filings, up 2 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were Spirit of America Management Corp. ($730K), Ferguson Wellman Capital Management, Inc. ($304K) and Tower Bridge Advisors ($290K).
- Company
- Amer FND Wash Mut Inv-F2
- Filed as
- AMERICAN FUNDS WASHINGTON MUTUAL F2 (Q4 2024)
- CUSIP
- 939330825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $323K |
| Exits | 1 | $447K |
All 13F filers, Q3 2024 → Q4 2024: 7,485 shares bought and 7,205 shares sold, net +280 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Spirit of America Management Corp. | 0.15% | Add +8.1% | 11,879 | $730K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | New | 4,950 | $304K |
| Tower Bridge Advisors | 0.03% | Add +4.7% | 4,717 | $290K |
| Transce3nd, LLC | 0.07% | — | 3,237 | $208K |
| Tucker Asset Management LLC | 0.02% | Add +308.9% | 1,509 | $93K |
| Financial Gravity Companies, Inc. | 0.00% | New | 299 | $18K |
| Richardson Financial Services Inc. | 0.01% | Reduce -47.5% | 284 | $17K |
"% of holder's portfolio" is WMFFX's weight in each manager's 13F, not the share of Amer FND Wash Mut Inv-F2 the manager owns.