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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Keystone Financial Group | History | Added to | 48,519 | 3,957 | 0.23% | 0.26% | 1 | +83 | 0.17% | Q2 2026 | Jul 29, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 15,091 | 1,230 | 0.17% | 0.18% | 2 | +4,915 | 48.3% | Q2 2026 | Aug 06, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 5,796 | 472 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NBT BANK, N.A. | History | New | 4,746 | 387 | 0.03% | — | 4 | +4,746 | New | Q2 2026 | Jul 29, 2026 |
| Transce3nd, LLC | History | Reduced | 1,377 | 111 | 0.98% | 0.95% | 5 | -159 | -10.35% | Q2 2026 | Jul 24, 2026 |
| McIlrath & Eck, LLC | History | No change | 301 | 21 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -486 | -100.0% | Q2 2026 | Aug 10, 2026 |