13FBOX
AMERICAN FUNDS WASHINGTON MUTUAL F2 · 13F Institutional Holdings
Options Calculator Rankings
A

AMERICAN FUNDS WASHINGTON MUTUAL F2

WMFFX
Institutions
9
Combined AUM (Q2 2026)
$66.1M
Combined Shares (Q2 2026)
990,025
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+887,596
8 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-37,151
3 · 3 Exit · ≈
⚖️ Net
+850,445
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$66.1M
Institutions
9
New Buys
3
Adds
5
Reduces
0
Exits
3
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SPIRIT OF AMERICA MANAGEMENT CORP/NY
6.01%0.1%#1$58.8M880,616$486,4667,382+873,234+11,829.23%Add
Keystone Financial Group
0.31%0.35%#3$5.5M81,853$5.5M81,256+597+0.73%Add
KELLEHER FINANCIAL ADVISORS
0.09%0.09%#4$640,9339,595$355,4715,659+3,936+69.55%Add
NBT BANK, N.A.
0.04%#5$585,8868,771$00+8,771New Buy
FULTON BANK, N.A.
0.02%0.01%#6$424,6396,357$399,3566,35700.00%Unchanged
Transce3nd, LLC
0.75%0.68%#2$85,0321,264$76,1321,213+51+4.20%Add
Oakworth Capital, Inc.
<0.01%<0.01%#8$76,9031,153$35,299562+591+105.16%Add
Vermillion Wealth Management, Inc.
<0.01%#7$19,354290$00+290New Buy
Financial Gravity Companies, Inc.
<0.01%#9$8,395126$00+126New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow