Skip to content

WMFFX AMER FND WASH MUT INV-F2

Follow

Mutual Fund (fund)

9 managers (9 13F filers) reported a position in WMFFX shares at 2025-09-30, 37,488 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.

Managers
9
13F filers
9
New
3
Added
3
Reduced
1
Sold out
0
Shares held by filers
37,488

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
SPIRIT OF AMERICA MANAGEMENT CORP/NY11,616$780K0.16%+8913F-HRTimeline
Fulton Bank, N.A.6,357$425K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5,622$376K0.07%13F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS5,365$359K0.09%new13F-HRTimeline
TOWER BRIDGE ADVISORS4,977$333K0.03%+1713F-HRTimeline
Transce3nd, LLC2,395$36.9K0.33%-15813F-HRTimeline
OAKWORTH CAPITAL, INC.532$35.6K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.318$21.3K0.01%+113F-HRTimeline
Vermillion Wealth Management, Inc.306$20.5K0.01%new13F-HRTimeline