WMFFX β€” AMERICAN FUNDS WASHINGTON MUTUAL F2

Ownership history in Financial Gravity Asset Management, Inc.  Β·  5 quarters on record

AI Ownership Summary

Financial Gravity Asset Management, Inc. reported AMERICAN FUNDS WASHINGTON MUTUAL F2 (WMFFX) in 5 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.07% in 2025 Q3. The latest visible filing shows WMFFX at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WMFFX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Gravity Asset Management, Inc.'s position in AMERICAN FUNDS WASHINGTON MUTUAL F2, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WMFFX was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Financial Gravity Asset Management, Inc. held WMFFX β€” position size vs. price
% of Fund (quarterly)    WMFFX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 5,622 β€” 0% 0.07% $366K 2026-02-14 (Est.) $66.43
2025 Q3 ADDED 5,622 +5,322 +1774.0% 0.07% $376K 2025-11-14 $63.24
2025 Q1 REDUCED 300 -48 -13.8% 0.00% $18K 2025-04-30 $54.82
2024 Q2 REDUCED 348 -828 -70.4% 0.01% $21K 2024-08-06 $50.87
2024 Q1 INITIATED 1,176 β€” β€” 0.02% $73K 2024-05-13 $50.08

🏒 Other funds also holding WMFFX

As of 2026 Q1 β€” sorted by position size

SPIRIT OF AMERICA MANAGEMENT CORP/NY 3Y 7Y 0.1%

FAQ About Financial Gravity Asset Management, Inc. and WMFFX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Financial Gravity Asset Management, Inc. reported owning WMFFX?

Financial Gravity Asset Management, Inc. reported WMFFX across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported WMFFX position in Financial Gravity Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for WMFFX was 0.07% in 2025 Q3.

What is the latest reported WMFFX position on this page?

The most recent filing on this page is 2025 Q4, when Financial Gravity Asset Management, Inc. reported 5,622 shares, equal to 0.07% of portfolio, with an estimated market value of $366K.

What does the chart on this WMFFX ownership page compare?

The chart compares Financial Gravity Asset Management, Inc.'s quarterly WMFFX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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