WGIFX AF CAP WLRD GR & INC-F2
FollowETF (fund)
6 managers (6 13F filers) reported a position in WGIFX shares at 2026-03-31, 66,731 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 2
- Added
- 2
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 66,731
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 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 |
|---|---|---|---|---|---|
| Keystone Financial Group | 48,436 | $3.76M | 0.26% | new | 13F-HRTimeline |
| KELLEHER FINANCIAL ADVISORS | 10,176 | $715K | 0.18% | +33 | 13F-HRTimeline |
| GREAT LAKES ADVISORS, LLC | 5,796 | $407K | <0.01% | 0 | 13F-HRTimeline |
| Transce3nd, LLC | 1,536 | $108K | 0.96% | -3 | 13F-HRTimeline |
| RICHARDSON FINANCIAL SERVICES INC. | 486 | $34.2K | 0.02% | +1 | 13F-HRTimeline |
| McIlrath & Eck, LLC | 301 | $21.1K | <0.01% | new | 13F-HRTimeline |