WMFFX AMER FND WASH MUT INV-F2
FollowMutual Fund (fund)
7 managers (7 13F filers) reported a position in WMFFX shares at 2024-12-31, 26,875 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 2
- Added
- 3
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 26,875
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, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, 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 |
|---|---|---|---|---|---|
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 11,879 | $730K | 0.15% | +886 | 13F-HRTimeline |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4,950 | $304K | 0.01% | new | 13F-HRTimeline |
| TOWER BRIDGE ADVISORS | 4,717 | $290K | 0.03% | +210 | 13F-HRTimeline |
| Transce3nd, LLC | 3,237 | $208K | 0.07% | 13F-HRTimeline | |
| TUCKER ASSET MANAGEMENT LLC | 1,509 | $92.8K | 0.01% | +1,140 | 13F-HRTimeline |
| Financial Gravity Companies, Inc.in group Financial Gravity Companies, … | 299 | $18.4K | <0.01% | new | 13F-HRTimelineGroup |
| RICHARDSON FINANCIAL SERVICES INC. | 284 | $17.4K | 0.01% | -257 | 13F-HRTimeline |