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DWLD icon

Advisornet Financial’s Davis Select Worldwide ETF DWLD Stock Holding History

Advisornet Financial’s Portfolio DWLD Stock Details DWLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32K Sell
693
-1,084
-61% -$50.7K ﹤0.01% 1245
2026
Q1 		$77.8K Buy
1,777
+24
+1% +$1.1K ﹤0.01% 904
2025
Q4 		$81.8K Buy
1,753
+96
+6% +$4.37K ﹤0.01% 890
2025
Q3 		$74.9K Sell
1,657
-66
-4% -$2.84K ﹤0.01% 893
2025
Q2 		$71.4K Hold
1,723
– – ﹤0.01% 871
2025
Q1 		$64.9K Hold
1,723
– – ﹤0.01% 855
2024
Q4 		$62.6K Sell
1,723
-88
-5% -$3.36K 0.01% 816
2024
Q3 		$68.6K Buy
1,811
+14
+0.8% +$476 0.01% 805
2024
Q2 		$59.9K Hold
1,797
– – 0.01% 762
2024
Q1 		$58.4K Buy
1,797
+508
+39% +$15.4K 0.01% 766
2023
Q4 		$38.2K Sell
1,289
-175
-12% -$4.91K ﹤0.01% 893
2023
Q3 		$40.2K Buy
1,464
+25
+2% +$723 ﹤0.01% 851
2023
Q2 		$41.4K Buy
1,439
+526
+58% +$14.3K ﹤0.01% 871
2023
Q1 		$24.1K Hold
913
– – ﹤0.01% 1013
2022
Q4 		$22.7K Sell
913
-234
-20% -$5.56K ﹤0.01% 1018
2022
Q3 		$25K Hold
1,147
– – ﹤0.01% 1032
2022
Q2 		$28K Hold
1,147
– – ﹤0.01% 1024
2022
Q1 		$31K Sell
1,147
-253
-18% -$7.23K ﹤0.01% 1116
2021
Q4 		$41K Sell
1,400
-1,268
-48% -$38.5K ﹤0.01% 1075
2021
Q3 		$79K Sell
2,668
-104
-4% -$3.26K 0.01% 865
2021
Q2 		$95K Buy
2,772
+407
+17% +$14.1K 0.01% 798
2021
Q1 		$80K Buy
2,365
+1,300
+122% +$43.4K 0.01% 814
2020
Q4 		$33K Buy
1,065
+338
+46% +$9.68K ﹤0.01% 992
2020
Q3 		$19K Hold
727
– – ﹤0.01% 1112
2020
Q2 		$17K Hold
727
– – ﹤0.01% 1153
2020
Q1 		$14K Buy
727
+298
+69% +$7.05K ﹤0.01% 1165
2019
Q4 		$11K Sell
429
-202
-32% -$4.87K ﹤0.01% 1360
2019
Q3 		$14K Hold
631
– – ﹤0.01% 1287
2019
Q2 		$15K Buy
631
+456
+261% +$10.7K ﹤0.01% 1128
2019
Q1 		$4K Buy
+175
New +$3.88K ﹤0.01% 1348

Other funds holding DWLD

FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $136M AUM
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advisornet Financial's DWLD Position: Q2 2026 in Review

Advisornet Financial reduced its Davis Select Worldwide ETF (DWLD) stake by 61% in Q2 2026, selling an estimated $50.7K and leaving 693 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Advisornet Financial first reported a position in DWLD in Q1 2019 and has held it in 30 quarters since. The position peaked at $95K in Q2 2021. 22 funds tracked by Wall St. Rank hold DWLD as of Q2 2026.

  • Advisornet Financial held 693 shares of Davis Select Worldwide ETF worth $32K as of Q2 2026.
  • Advisornet Financial sold 1,084 Davis Select Worldwide ETF shares in Q2 2026, an estimated $50.7K.
  • Davis Select Worldwide ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1245 holding.
  • Advisornet Financial first reported a position in Davis Select Worldwide ETF in Q1 2019 and has held it in 30 quarters since.
  • Advisornet Financial's Davis Select Worldwide ETF position peaked at $95K in Q2 2021.
  • 22 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.