WGIFX institutional holders
Capital World Growth Income Fu · 13F, 2026Q2
| Managers holding | 5 |
|---|---|
| Shares held | 75,529 |
| Reported value | $6.2m |
| Quarter flows | 1 new, 2 added, 1 trimmed, 2 exited |
Top 5 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Keystone Financial Group | 48,519 | $4.0m | 0.2% |
| KELLEHER FINANCIAL ADVISORS | 15,091 | $1.2m | 0.2% |
| GREAT LAKES ADVISORS, LLC | 5,796 | $472,703 | 0.0% |
| NBT BANK, N.A. | 4,746 | $387,070 | 0.0% |
| Transce3nd, LLC | 1,377 | $111,855 | 1.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("WGIFX"). WGIFX price history · All 13F data