Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was Keystone Financial Group (+0.2%).
5 tracked 13F filers disclose a position in WGIFX as of the latest SEC 13F filings, a combined $6.1M 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 | Keystone Financial Group | 49K | $4.0M | ▲+0.2% Added · +83 sh | Q2 2026 | |
| 2 | Kelleher Financial Advisors | 15K | $1.2M | ▲+48% Added · +5K sh | Q2 2026 | |
| 3 | Great Lakes Advisors, LLC | 6K | $473K | —Held | Q2 2026 | |
| 4 | NBT Bank, N.A. | 5K | $387K | ▲New +5K sh | Q2 2026 | |
| 5 | McIlrath & Eck, LLC | 301 | $21K | ▲New +301 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 WGIFX and 1 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Apple IncAAPL | 3 funds | $597.7M |
| Amazon.com IncAMZN | 3 funds | $549.7M |
| Microsoft CorpMSFT | 3 funds | $434.6M |
| JPMorgan Chase & CoJPM | 3 funds | $388.4M |
| Alphabet Inc-CL AGOOGL | 3 funds | $253.5M |
| Nvidia CorpNVDA | 3 funds | $237.0M |
| Merck & Co. Inc.MRK | 3 funds | $207.9M |
| Bank Of America CorpBAC | 3 funds | $206.2M |
| RTX CorpRTX | 3 funds | $195.0M |
| Linde PLCLIN | 3 funds | $194.8M |
| Micron Technology IncMU | 3 funds | $181.1M |
| Goldman Sachs Group IncGS | 3 funds | $179.7M |
Ranked by how many of WGIFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WGIFX.
| Class | 13F holders | Value held |
|---|---|---|
| CWGIXOPEN END TAXABLE LOAD FUND | 6 funds | $3.2M |
| WGIFXthis pageOPEN 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 WGIFX
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/WGIFX/capital-change-brief"
Use Arkolith's capital_change_brief for WGIFX. 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 WGIFX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.