WGIFX — Capital World Growth Income Fu Institutional Holders · Q2 2026
Who owns Capital World Growth Income Fu (WGIFX)? 6 institutions reported holding $6.16M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Keystone Financial Group ($4.0M), Kelleher Financial Advisors ($1.2M), Great Lakes Advisors, LLC ($472,703).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Keystone Financial Group | $4.0M | 48,519 | Added |
| 2 | KELLEHER FINANCIAL ADVISORS | $1.2M | 15,091 | Added |
| 3 | GREAT LAKES ADVISORS, LLC | $472,703 | 5,796 | Hold |
| 4 | NBT BANK N A /NY | $387,070 | 4,746 | New |
| 5 | Transce3nd, LLC | $111,855 | 1,377 | Trimmed |
| 6 | RICHARDSON FINANCIAL SERVICES INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30