CAPITAL WORLD GROWTH & INCOME FUND - WGIFX
Sector:
Funds
· Industry:
ETF / Fund
Website:
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· Social:
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Company profile
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Quarter snapshot
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Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$5.16M
QoQ value delta ($000)
+$3.756M
(+267.52%)
Implied price effect (QoQ)
+5.97%
Shares
Total shares
68,409
QoQ shares delta
+48,685
(+246.83%)
Total shares held by funds (by quarter)
Market chart (WGIFX)
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Top holders (Q1 2026)
Top 25 only
Full list
Partial Q1 2026 data: 6 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Keystone Financial Group | 3,757 | 48,436 | 0.26% |
| KELLEHER FINANCIAL ADVISORS | 714 | 10,176 | 0.18% |
| GREAT LAKES ADVISORS, LLC | 407 | 5,796 | 0.0% |
| Motiv8 Investments LLC | 120 | 1,678 | 0.07% |
| Transce3nd, LLC | 107 | 1,536 | 0.95% |
| RICHARDSON FINANCIAL SERVICES INC. | 34 | 486 | 0.02% |
| McIlrath & Eck, LLC | 21 | 301 | 0.0% |