CAPITAL WORLD GROWTH & INCOME FUND - WGIFX
Sector:
Funds
· Industry:
ETF / Fund
Website:
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Company profile
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Quarter snapshot
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Q2 2026
· Q1 2026
Value (USD)
Total reported value ($000)
$6.178M
QoQ value delta ($000)
+$1.138M
(+22.58%)
Implied price effect (QoQ)
+7.87%
Shares
Total shares
75,830
QoQ shares delta
+9,099
(+13.64%)
Total shares held by funds (by quarter)
Market chart (WGIFX)
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Top holders (Q2 2026)
Top 25 only
Full list
Partial Q2 2026 data: 5 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 | 3,957 | 48,519 | 0.23% |
| KELLEHER FINANCIAL ADVISORS | 1,230 | 15,091 | 0.17% |
| GREAT LAKES ADVISORS, LLC | 472 | 5,796 | 0.0% |
| NBT BANK, N.A. | 387 | 4,746 | 0.03% |
| Transce3nd, LLC | 111 | 1,377 | 0.98% |
| McIlrath & Eck, LLC | 21 | 301 | 0.0% |