CAPITAL WORLD GROWTH & INCOME FUND - WGIFX
Sector:
Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$1.404M
QoQ value delta ($000)
+$216K
(+18.18%)
Implied price effect (QoQ)
+6.13%
Shares
Total shares
19,724
QoQ shares delta
+2,011
(+11.35%)
Total shares held by funds (by quarter)
Market chart (WGIFX)
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Top holders (Q4 2025)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 723 | 10,143 | 0.17% |
| GREAT LAKES ADVISORS, LLC | 413 | 5,796 | 0.0% |
| Motiv8 Investments LLC | 120 | 1,678 | 0.07% |
| Transce3nd, LLC | 116 | 1,539 | 0.94% |
| RICHARDSON FINANCIAL SERVICES INC. | 27 | 485 | 0.01% |
| Garton & Associates Financial Advisors LLC | 5 | 83 | 0.0% |