Who owns Capital World Growth and Income Fund F-2?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WGIFX from SEC Form 13F filings across 5 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 5 institutions disclosed 75,529 shares of Capital World Growth and Income Fund F-2 worth $6.2M — about 0% of shares outstanding; the largest disclosed holder is Keystone Financial Group. Source: SEC Form 13F filings, parsed by EvidInvest.
5
13F holders
$6.2M
value, 2026 filers
0%
of shares outstanding (75,529 sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of WGIFX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Keystone Financial Group | 48,519 | $4.0M | 0.2% | 0% | +0.2% |
| 2 | KELLEHER FINANCIAL ADVISORS | 15,091 | $1.2M | 0.2% | 0% | +48.3% |
| 3 | GREAT LAKES ADVISORS, LLC | 5,796 | $472,703 | 0.0% | 0% | 0.0% |
| 4 | NBT BANK, N.A.NEW | 4,746 | $387,070 | 0.0% | 0% | new |
| 5 | Transce3nd, LLC | 1,377 | $111,855 | 1.0% | 0% | -10.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.