WMFFX AMER FND WASH MUT INV-F2
FollowMutual Fund (fund)
9 managers (9 13F filers) reported a position in WMFFX shares at 2025-12-31, 28,086 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 1
- Added
- 3
- Reduced
- 2
- Sold out
- 2
- Shares held by filers
- 28,086
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 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 | 7,985 | $532K | 0.11% | -3,631 | 13F-HRTimeline |
| Fulton Bank, N.A. | 6,357 | $414K | 0.01% | 0 | 13F-HRTimeline |
| KELLEHER FINANCIAL ADVISORS | 5,638 | $367K | 0.08% | +273 | 13F-HRTimeline |
| Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, … | 5,622 | $366K | 0.07% | 0 | 13F-HRTimelineGroup |
| Transce3nd, LLC | 1,207 | $80.3K | 0.65% | -1,188 | 13F-HRTimeline |
| OAKWORTH CAPITAL, INC. | 560 | $36.4K | <0.01% | +28 | 13F-HRTimeline |
| Motiv8 Investments LLC | 315 | $21K | 0.01% | new | 13F-HRTimeline |
| RICHARDSON FINANCIAL SERVICES INC. | 334 | $15.2K | <0.01% | +16 | 13F-HRTimeline |
| Garton & Associates Financial Advisors … | 68 | $4.45K | <0.01% | 13F-HRTimeline |