Vault-13

AMERICAN FUNDS WASHINGTON MUTUAL F2 WMFFX

NTF EQUITY FUNDS · Open-End Fund · CUSIP 939330825

9 institutional holders +0 vs Q1 2026
990,025990.0k shares reported held*
$7.3mreported value*
2 new 5 added 0 reduced 1 sold out net bought ≈ $928.5k (+887.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $7.40.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0510Q3 22: 2Q4 22: 3Q1 23: 3Q2 23: 3Q3 23: 5Q4 23: 7Q1 24: 5Q2 24: 7Q3 24: 5Q4 24: 7Q1 25: 7Q2 25: 6Q3 25: 9Q4 25: 9Q1 26: 9Q2 26: 99Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20222
Q4 20223
Q1 20233
Q2 20233
Q3 20235
Q4 20237
Q1 20245
Q2 20247
Q3 20245
Q4 20247
Q1 20257
Q2 20256
Q3 20259
Q4 20259
Q1 20269
Q2 20269

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 24: 3 bought or addedQ3 24: 3 cut or sold outQ4 24: 5 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 3 bought or addedQ1 25: 3 cut or sold outQ2 25: 4 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 6 bought or addedQ3 25: 1 cut or sold outQ4 25: 4 bought or addedQ4 25: 4 cut or sold outQ4 25Q1 26: 6 bought or addedQ1 26: 3 cut or sold outQ2 26: 7 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202433
Q4 202452
Q1 202533
Q2 202543
Q3 202561
Q4 202544
Q1 202663
Q2 202671

Biggest buyers

SPIRIT OF AMERICA MANAGEMENT CORP/NY Added +873,234+873.2k
NBT BANK, N.A. New +8,771+8.8k
KELLEHER FINANCIAL ADVISORS Added +3,936+3.9k
Keystone Financial Group Added +597+597
OAKWORTH CAPITAL, INC. Added +591+591
Vermillion Wealth Management, Inc. New +290+290
Transce3nd, LLC Added +51+51

Biggest sellers

RICHARDSON FINANCIAL SERVICES INC. Sold out -336-336

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.00% of their portfolio SYOSSET, NY 880,616880.6k $13.3k $13.3k 0.00% Added +873.2k +873,234
2 Keystone Financial Group 0.32% of their portfolio LEXINGTON, KY 81,85381.9k $5.5m $5.5m 0.32% Added +597 +597
3 KELLEHER FINANCIAL ADVISORS 0.09% of their portfolio NEW YORK, NY 9,5959.6k $640.9k $640.9k 0.09% Added +3.9k +3,936
4 NBT BANK, N.A. 0.04% of their portfolio NORWICH, NY 8,7718.8k $585.9k $585.9k 0.04% New
5 Fulton Bank, N.A. 0.01% of their portfolio Lancaster, PA 6,3576.4k $424.7k $424.7k 0.01% Unchanged
6 Transce3nd, LLC 0.75% of their portfolio BUDA, TX 1,2641.3k $85.0k $85.0k 0.75% Added +51 +51
7 OAKWORTH CAPITAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,1531.2k $76.9k $76.9k 0.00% Added +591 +591
8 Vermillion Wealth Management, Inc. 0.00% of their portfolio ROSEMOUNT, MN 290290 $19.4k $19.4k 0.00% New
9 Financial Gravity Companies, Inc. 0.00% of their portfolio Lakeway, TX 126126 $8.4k $8.4k 0.00% First filing