CAPITAL WORLD GROWTH & INCOME FUND - WGIFX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | History | Added to | 10,143 | 723 | 0.17% | 0.17% | 1 | +902 | 9.76% | Q4 2025 | Jan 20, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 5,796 | 413 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Motiv8 Investments LLC | History | New | 1,678 | 120 | 0.07% | — | 3 | +1,678 | New | Q4 2025 | Feb 13, 2026 |
| Transce3nd, LLC | History | Reduced | 1,539 | 116 | 0.94% | 0.25% | 4 | -695 | -31.11% | Q4 2025 | Feb 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 485 | 27 | 0.01% | 0.02% | 5 | +43 | 9.73% | Q4 2025 | Jan 22, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 83 | 5 | 0.0% | — | 6 | +83 | New | Q4 2025 | Feb 18, 2026 |