Among active 13F managers last quarter, 1 opened and 2 added, while 1 reduced; the largest holder to move was Beck Mack & Oliver LLC (+0.3%). No recent Form 4 insider filings for CWGIX.
Funds lean in and no leg opposes.
6 tracked 13F filers disclose a position in CWGIX as of the latest SEC 13F filings, a combined $3.2M 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 | Beck Mack & Oliver LLC | 26K | $1.8M | ▲+0.3% Added · +72 sh | Q1 2026 | |
| 2 | Coston, McIsaac & Partners | 12K | $948K | —Held | Q2 2026 | |
| 3 | Westside Investment Management, Inc. | 4K | $302K | ▼−6.9% Reduced · −274 sh | Q2 2026 | |
| 4 | Vermillion Wealth Management, Inc. | 1K | $110K | ▲New +1K sh | Q2 2026 | |
| 5 | Financial Gravity Companies, Inc. | 468 | $38K | ▲+5.2% Added · +23 sh | Q2 2026 | |
| 6 | McIlrath & Eck, LLC | 173 | $12K | ▲New +173 sh | Q1 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, 1 fund opened a new position in CWGIX and 2 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Alphabet Inc-CL CGOOG | 5 funds | $286.4M |
| Microsoft CorpMSFT | 5 funds | $273.1M |
| American Express CoAXP | 5 funds | $125.0M |
| JPMorgan Chase & CoJPM | 5 funds | $118.9M |
| Abbott LaboratoriesABT | 5 funds | $96.8M |
| Apple IncAAPL | 5 funds | $93.7M |
| Alphabet Inc-CL AGOOGL | 5 funds | $89.8M |
| Amazon.com IncAMZN | 5 funds | $76.8M |
| Berkshire Hathaway Inc-CL BBRK/B | 5 funds | $71.3M |
| Johnson & JohnsonJNJ | 5 funds | $67.5M |
| Wabtec CorpWAB | 5 funds | $57.3M |
| Walmart IncWMT | 5 funds | $52.2M |
Ranked by how many of CWGIX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CWGIX.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 2 | 1 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| CWGIXthis pageOPEN 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 |
| CWGFXNTF 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 CWGIX
This stock 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/CWGIX/capital-change-brief"
Use Arkolith's capital_change_brief for CWGIX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CWGIX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.