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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Keystone Financial Group | History | New | 81,256 | 5,472 | 0.37% | — | 1 | +81,256 | New | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | New | 36,693 | 2,305 | 0.17% | — | 2 | +36,693 | New | Q1 2026 | May 19, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 7,382 | 486 | 0.1% | 0.11% | 3 | -603 | -7.55% | Q1 2026 | Apr 15, 2026 |
| FULTON BANK, N.A. | History | No change | 6,357 | 399 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 5,659 | 355 | 0.09% | 0.08% | 5 | +21 | 0.37% | Q1 2026 | May 08, 2026 |
| Transce3nd, LLC | History | Added to | 1,213 | 76 | 0.67% | 0.65% | 6 | +6 | 0.5% | Q1 2026 | May 07, 2026 |
| Oakworth Capital, Inc. | History | Added to | 562 | 35 | 0.0% | 0.0% | 7 | +2 | 0.36% | Q1 2026 | Apr 24, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 336 | 21 | 0.01% | 0.0% | 8 | +2 | 0.6% | Q1 2026 | May 01, 2026 |
| Motiv8 Investments LLC | History | No change | 315 | 21 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 122 | 7 | 0.0% | 0.07% | 10 | -5,500 | -97.83% | Q1 2026 | May 08, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | May 11, 2026 |