Who owns WGIFX stock?

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View all 5 holding institutions

Across its top 5 institutional holders, WGIFX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 23/100).

Notable Holders

WGIFX ranks #11881 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

5 institutions disclose a position in WGIFX, but none treat it as a major bet — even Transce3nd, LLC, its most concentrated holder, allocates just 1.0% of its own portfolio to it.

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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.

Price Chart

WGIFX Quarterly 13F Institutional Trade Shifts

Recent Activity

+$794.7K

Total Buy Value

$68.2K

Total Sell Value

New buy1

Trim1

Add2

Sold out2

Net Buyers

Net Sellers

Top Movers

WGIFX

Q2 2026

Top 5 Institutional Movers

Kelleher Financial Advisors

+$516.1K

Add

Nbt Bank

+$387.1K

New buy

Keystone Financial Group

+$199.6K

Add

Great Lakes Advisors

+$65.7K

Add

Richardson Financial Services

-$34.2K

Sold out

Data by AlphaSMO • Not financial advice.

Smart Money Convergence

WGIFX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Recent WGIFX Insider Buying & Selling Activity (Form 4)

Congress Trading (STOCK Act)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

140543828

FAQ

Who are the top institutional investors holding AF CAP WLRD GR & INC-F2 (WGIFX)?

Major stakeholders currently include Keystone Financial Group ($4.0M), Kelleher Financial Advisors ($1.2M), Great Lakes Advisors, LLC ($472.7K). Based on the latest 13F filings, there are a total of 5 tracked investment funds and institutions maintaining positions in WGIFX.

What is the overall institutional sentiment toward WGIFX recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $742.1K, driven by 3 managers accumulating shares while 3 reduced their exposure.

Which institutions have been selling or reducing their WGIFX positions?

In the latest period, 1 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $68.2K.

Are there any notable investors adding WGIFX to their portfolios?

Yes, buying activity remains notable. 1 institutions opened new positions in {ticker}, and 2 existing holders added to their shares. The total reported buy value for the quarter amounted to $794.7K.

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Developer Access

Access WGIFX's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/WGIFX

CLI

npx alphasmo stocks get WGIFX

Full API & MCP documentation →