Amer FND Wash Mut Inv-F2WMFFX
13F holders, Q1 2025 (March 31)7holders
1new positions
1sold out
$61.17avg. 13F price*
At the end of Q1 2025, 7 institutions reported holding Amer FND Wash Mut Inv-F2 (WMFFX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Spirit of America Management Corp. ($726K), Ascentis Wealth Management, LLC ($545K) and Ferguson Wellman Capital Management, Inc. ($305K).
- Company
- Amer FND Wash Mut Inv-F2
- Filed as
- AMERICAN FUNDS WAS (Q1 2025)
- CUSIP
- 939330825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $545K |
| Exits | 1 | $93K |
All 13F filers, Q4 2024 → Q1 2025: 8,884 shares bought and 2,371 shares sold, net +6,513 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Spirit of America Management Corp. | 0.15% | Reduce -0.5% | 11,815 | $726K |
| Ascentis Wealth Management, LLC | 0.18% | New | 8,858 | $545K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +0.2% | 4,958 | $305K |
| Tower Bridge Advisors | 0.03% | Add +0.4% | 4,735 | $291K |
| Transce3nd, LLC | 0.06% | Reduce -24.6% | 2,439 | $140K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 300 | $18K |
| Richardson Financial Services Inc. | 0.01% | No change | 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.