WGIFX AF CAP WLRD GR & INC-F2
FollowETF (fund)
4 managers (4 13F filers) reported a position in WGIFX shares at 2025-03-31, 9,683 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 4
- 13F filers
- 4
- New
- 1
- Added
- 1
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 9,683
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| GREAT LAKES ADVISORS, LLC | 5,796 | $366K | <0.01% | 0 | 13F-HRTimeline |
| Transce3nd, LLC | 2,555 | $154K | 0.07% | -377 | 13F-HRTimeline |
| Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L… | 937 | $59.7K | 0.02% | new | 13F-HRTimelineGroup |
| RICHARDSON FINANCIAL SERVICES INC. | 395 | $25K | 0.02% | +1 | 13F-HRTimeline |