WGIFX
Capital World Growth and Income Fund F-2
1W: -1.4%
1M: -1.1%
3M: -1.1%
YTD: +11.9%
1Y: +7.2%
3Y: +65.4%
5Y: +52.4%
$81.24
+0.38 (+0.47%)
Weekly Expected Move ±1.4%
$79
$80
$81
$82
$83
Institutional Ownership — WGIFX
6
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
6M
Total Invested
1
New Positions
2
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Keystone Financial Group | 48,519 | $4M | +83 | +0.2% | 2Q | SEC ↗ |
| 2 | KELLEHER FINANCIAL ADVISORS | 15,091 | $1M | +4,915 | +48.3% | 4Q | SEC ↗ |
| 3 | GREAT LAKES ADVISORS, LLC | 5,796 | $471K | — | +0.0% | 9Q | SEC ↗ |
| 4 | NBT BANK, N.A. NEW | 4,746 | $386K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Transce3nd, LLC | 1,377 | $112K | -159 | -10.4% | 7Q | SEC ↗ |
| 6 | McIlrath & Eck, LLC NEW | 301 | $24K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Garton & Associates Financial Advisors | 0 | $0K | -83 | -100.0% | 1Q | SEC ↗ |
| 8 | RICHARDSON FINANCIAL SERVICES INC. | 0 | $0K | -486 | -100.0% | 9Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| NBT BANK, N.A. | 4,746 | $386K |
| McIlrath & Eck, LLC | 301 | $24K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RICHARDSON FINANCIAL SERVICES INC. | 486 | $39K |
| Garton & Associates Financial Advis | 83 | $7K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | +4,915 | +48.3% | 15,091 |
| Keystone Financial Group | +83 | +0.2% | 48,519 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Transce3nd, LLC | -159 | -10.4% | 1,377 |