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 | New | 48,436 | 3,757 | 0.26% | — | 1 | +48,436 | New | Q1 2026 | May 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 10,176 | 714 | 0.18% | 0.17% | 2 | +33 | 0.33% | Q1 2026 | May 08, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 5,796 | 407 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Motiv8 Investments LLC | History | No change | 1,678 | 120 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Transce3nd, LLC | History | Reduced | 1,536 | 107 | 0.95% | 0.94% | 5 | -3 | -0.19% | Q1 2026 | May 07, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 486 | 34 | 0.02% | 0.01% | 6 | +1 | 0.21% | Q1 2026 | May 01, 2026 |
| McIlrath & Eck, LLC | History | New | 301 | 21 | 0.0% | — | 7 | +301 | New | Q1 2026 | May 19, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q1 2026 | May 11, 2026 |