WMFFX AMER FND WASH MUT INV-F2
FollowMutual Fund (fund)
9 managers (9 13F filers) reported a position in WMFFX shares at 2026-06-30, 990,025 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 2
- Added
- 5
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 990,025
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, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, 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 | 81,853 | $5.47M | 0.32% | +597 | 13F-HRTimeline |
| KELLEHER FINANCIAL ADVISORS | 9,595 | $641K | 0.09% | +3,936 | 13F-HRTimeline |
| NBT BANK, N.A.in group NBT BANK, N.A. | 8,771 | $586K | 0.04% | new | 13F-HRTimelineGroup |
| Fulton Bank, N.A. | 6,357 | $425K | 0.01% | 0 | 13F-HRTimeline |
| Transce3nd, LLC | 1,264 | $85K | 0.75% | +51 | 13F-HRTimeline |
| OAKWORTH CAPITAL, INC. | 1,153 | $76.9K | <0.01% | +591 | 13F-HRTimeline |
| Vermillion Wealth Management, Inc. | 290 | $19.4K | <0.01% | new | 13F-HRTimeline |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 880,616 | $13.3K | <0.01% | +873,234 | 13F-HRTimeline |
| Financial Gravity Companies, Inc.in group Financial Gravity Companies, … | 126 | $8.39K | <0.01% | 13F-HRTimelineGroup |