Among active 13F managers last quarter, none opened or added and 1 reduced; the largest holder to move was Financial Gravity Companies, Inc. (−69%).
1 tracked 13F filer discloses a position in CWGFX as of the latest SEC 13F filings, a combined $1K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Financial Gravity Companies, Inc. | 18 | $1K | ▼−69% Reduced · −40 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, no active manager opened or added to a position in CWGFX, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Class | 13F holders | Value held |
|---|---|---|
| CWGIXOPEN END TAXABLE LOAD FUND | 6 funds | $3.2M |
| WGIFXOPEN END TAXABLE LOAD FUND | 5 funds | $6.1M |
| FWGIXOPEN END TAXABLE NO LOAD FUND | 4 funds | $525K |
| 140543505OPEN END - LOAD FUND 529 | 1 funds | $311K |
| CWGFXthis pageNTF EQUITY FUNDS | 1 funds | $1K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for CWGFX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CWGFX/capital-change-brief"
Use Arkolith's capital_change_brief for CWGFX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CWGFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.