FWMIX
Washington Mutual Investors Fund - Class F-3
1W: -1.6%
1M: -3.8%
3M: -2.4%
YTD: +0.3%
1Y: -2.2%
3Y: +50.3%
5Y: +58.9%
$66.14
+0.40 (+0.61%)
Weekly Expected Move ±1.0%
$64
$65
$66
$66
$67
Institutional Ownership — FWMIX
7
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
2
New Positions
4
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | McIlrath & Eck, LLC NEW | 11,308 | 748K | — | +0.0% | 1Q | SEC ↗ |
| 2 | KELLEHER FINANCIAL ADVISORS | 9,947 | 658K | +5,178 | +108.6% | 4Q | SEC ↗ |
| 3 | Wealthspire Advisors, LLC NEW | 9,142 | 605K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Vermillion Wealth Management, Inc. NEW | 7,277 | 481K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Ethos Financial Group, LLC | 4,469 | 296K | +286 | +6.8% | 10Q | SEC ↗ |
| 6 | Coston, McIsaac & Partners | 306 | 20K | +13 | +4.4% | 7Q | SEC ↗ |
| 7 | Game Plan Financial Advisors, LLC | 30 | 2K | +1 | +3.4% | 11Q | SEC ↗ |
| 8 | Garton & Associates Financial Advisors | 0 | 0K | -1,469 | -100.0% | 1Q | SEC ↗ |
| 9 | Kohmann Bosshard Financial Services, L | 0 | 0K | -5,648 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| McIlrath & Eck, LLC | 11,308 | 748K |
| Wealthspire Advisors, LLC | 9,142 | 605K |
| Vermillion Wealth Management, Inc. | 7,277 | 481K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kohmann Bosshard Financial Services | 5,648 | 374K |
| Garton & Associates Financial Advis | 1,469 | 97K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | +5,178 | +108.6% | 9,947 |
| Ethos Financial Group, LLC | +286 | +6.8% | 4,469 |
| Coston, McIsaac & Partners | +13 | +4.4% | 306 |
| Game Plan Financial Advisors, LLC | +1 | +3.4% | 30 |
Biggest Decreases (0)
None.