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 | No change | 48,519 | 3,957 | 0.23% | 0.23% | 1 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 5,796 | 472 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Transce3nd, LLC | History | Reduced | 1,296 | 103 | 0.1% | 0.98% | 3 | -81 | -5.88% | Q3 2026 | Oct 26, 2026 |
| NBT BANK, N.A. | History | Reduced | 342 | 27 | 0.0% | 0.03% | 4 | -4,404 | -92.79% | Q3 2026 | Oct 21, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.17% | — | -15,091 | -100.0% | Q3 2026 | Oct 30, 2026 |