ALPS Advisors’s World Acceptance Corp WRLD Stock Holding History

ALPS Advisors’s Portfolio WRLD Stock Details WRLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,996	Closed	-$495K	–	1169
2025 Q2	$495K	Buy	2,996 +86	+3%	+$12.3K	﹤0.01%	634
2025 Q1	$368K	Buy	+2,910	New	+$380K	﹤0.01%	671
2016 Q3	–	Sell	-11,610	Closed	-$529K	–	785
2016 Q2	$529K	Sell	11,610 -856	-7%	-$34.8K	﹤0.01%	245
2016 Q1	$473K	Buy	+12,466	New	+$439K	﹤0.01%	266
2015 Q1	–	Sell	-7,216	Closed	-$573K	–	767
2014 Q4	$573K	Sell	7,216 -954	-12%	-$70.4K	﹤0.01%	330
2014 Q3	$551K	Buy	8,170 +285	+4%	+$22.1K	﹤0.01%	515
2014 Q2	$599K	Buy	7,885 +198	+3%	+$15.4K	0.01%	384
2014 Q1	$577K	Buy	7,687 +2,151	+39%	+$194K	0.01%	390
2013 Q4	$530K	Buy	5,536 +2,688	+94%	+$251K	0.01%	309
2013 Q3	$256K	Buy	+2,848	New	+$242K	﹤0.01%	327

Other funds holding WRLD

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return