WASHINGTON MUTUAL INVESTORS FUND - WMFFX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 7,985 | 531 | 0.11% | 0.16% | 1 | -3,631 | -31.26% | Q4 2025 | Jan 15, 2026 |
| FULTON BANK, N.A. | History | No change | 6,357 | 413 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 5,638 | 366 | 0.08% | 0.09% | 3 | +273 | 5.09% | Q4 2025 | Jan 20, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 5,622 | 365 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Transce3nd, LLC | History | Reduced | 1,207 | 80 | 0.65% | 0.32% | 5 | -1,188 | -49.6% | Q4 2025 | Feb 06, 2026 |
| Oakworth Capital, Inc. | History | Added to | 560 | 36 | 0.0% | 0.0% | 6 | +28 | 5.26% | Q4 2025 | Jan 30, 2026 |
| Motiv8 Investments LLC | History | New | 315 | 21 | 0.01% | — | 7 | +315 | New | Q4 2025 | Feb 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 334 | 15 | 0.0% | 0.01% | 8 | +16 | 5.03% | Q4 2025 | Jan 22, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 68 | 4 | 0.0% | — | 9 | +68 | New | Q4 2025 | Feb 18, 2026 |
| TOWER BRIDGE ADVISORS | History | Closed out | 0 | 0 | — | 0.03% | — | -4,977 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -306 | -100.0% | Q3 2025 | Oct 23, 2025 |