WMFFX AMER FND WASH MUT INV-F2
FollowMutual Fund (fund)
9 managers (9 13F filers) reported a position in WMFFX shares at 2026-03-31, 139,580 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 2
- Added
- 4
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 139,580
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 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 |
|---|---|---|---|---|---|
| Keystone Financial Group | 81,256 | $5.47M | 0.37% | new | 13F-HRTimeline |
| McIlrath & Eck, LLC | 36,693 | $2.31M | 0.17% | new | 13F-HRTimeline |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 7,382 | $486K | 0.1% | -603 | 13F-HRTimeline |
| Fulton Bank, N.A. | 6,357 | $399K | 0.01% | 0 | 13F-HRTimeline |
| KELLEHER FINANCIAL ADVISORS | 5,659 | $355K | 0.09% | +21 | 13F-HRTimeline |
| Transce3nd, LLC | 1,213 | $76.1K | 0.68% | +6 | 13F-HRTimeline |
| OAKWORTH CAPITAL, INC. | 562 | $35.3K | <0.01% | +2 | 13F-HRTimeline |
| RICHARDSON FINANCIAL SERVICES INC. | 336 | $21.1K | 0.01% | +2 | 13F-HRTimeline |
| Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, … | 122 | $7.67K | <0.01% | -5,500 | 13F-HRTimelineGroup |