WMFFX AMER FND WASH MUT INV-F2
FollowMutual Fund (fund)
7 managers (7 13F filers) reported a position in WMFFX shares at 2025-03-31, 33,389 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 1
- Added
- 2
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 33,389
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 |
|---|---|---|---|---|---|
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 11,815 | $726K | 0.15% | -64 | 13F-HRTimeline |
| Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L… | 8,858 | $545K | 0.17% | new | 13F-HRTimelineGroup |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4,958 | $305K | 0.01% | +8 | 13F-HRTimeline |
| TOWER BRIDGE ADVISORS | 4,735 | $291K | 0.03% | +18 | 13F-HRTimeline |
| Transce3nd, LLC | 2,439 | $140K | 0.06% | -798 | 13F-HRTimeline |
| Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, … | 300 | $18.4K | <0.01% | 13F-HRTimelineGroup | |
| RICHARDSON FINANCIAL SERVICES INC. | 284 | $17.5K | 0.01% | 0 | 13F-HRTimeline |