GREAT LAKES ADVISORS, LLC WGIFX Capital World Growth Income Fu

Ownership history in GREAT LAKES ADVISORS, LLC  ·  9 quarters on record

AI Ownership Summary

GREAT LAKES ADVISORS, LLC reported Capital World Growth Income Fu (WGIFX) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows WGIFX at 0.00% 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 WGIFX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GREAT LAKES ADVISORS, LLC's position in Capital World Growth Income Fu, 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
2026 Q2

WGIFX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 Q2 to 2026 Q2

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 GREAT LAKES ADVISORS, LLC held WGIFX — position size vs. price
% of Fund (quarterly)    WGIFX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 5,796 0% 0.00% $473K 2026-08-10 $83.03
2026 Q1 UNCHANGED 5,796 0% 0.00% $407K 2026-05-12 $79.50
2025 Q4 UNCHANGED 5,796 0% 0.00% $414K 2026-02-12 $74.29
2025 Q3 UNCHANGED 5,796 0% 0.00% $435K 2025-11-14 (Est.) $68.71
2025 Q2 UNCHANGED 5,796 0% 0.00% $412K 2025-08-14 (Est.) $65.48
2025 Q1 UNCHANGED 5,796 0% 0.00% $366K 2025-05-16 $60.34
2024 Q4 UNCHANGED 5,796 0% 0.00% $368K 2025-02-10 $59.54
2024 Q3 UNCHANGED 5,796 0% 0.00% $399K 2024-11-04 $56.56
2024 Q2 INITIATED 5,796 0.00% $379K 2024-08-06 $52.25

FAQ About GREAT LAKES ADVISORS, LLC and WGIFX

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

How long has GREAT LAKES ADVISORS, LLC reported owning WGIFX?

GREAT LAKES ADVISORS, LLC reported WGIFX across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported WGIFX position in GREAT LAKES ADVISORS, LLC's portfolio?

The largest reported portfolio weight for WGIFX was 0.00% in 2025 Q3.

What is the latest reported WGIFX position on this page?

The most recent filing on this page is 2026 Q2, when GREAT LAKES ADVISORS, LLC reported 5,796 shares, equal to 0.00% of portfolio, with an estimated market value of $473K.

What does the chart on this WGIFX ownership page compare?

The chart compares GREAT LAKES ADVISORS, LLC's quarterly WGIFX 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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