7 institutions reported holding $5.0M of Capital World Growth Income Fu (WGIFX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Keystone Financial Group ($3.8M), KELLEHER FINANCIAL ADVISORS ($714,674), GREAT LAKES ADVISORS, LLC ($407,037), Transce3nd, LLC ($107,916), RICHARDSON FINANCIAL SERVICES INC. ($34,178). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Keystone Financial Group | $3.8M | 48,436 | New |
| 2 | KELLEHER FINANCIAL ADVISORS | $714,674 | 10,176 | Added |
| 3 | GREAT LAKES ADVISORS, LLC | $407,037 | 5,796 | Hold |
| 4 | Transce3nd, LLC | $107,916 | 1,536 | Trimmed |
| 5 | RICHARDSON FINANCIAL SERVICES INC. | $34,178 | 486 | Added |
| 6 | McIlrath & Eck, LLC | $21,118 | 301 | New |
| 7 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31