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B&D White Capital Company’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

B&D White Capital Company’s Portfolio AVEE Stock Details AVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$347K Buy
5,463
+531
+11% +$34.7K 0.04% 63
2025
Q4 		$308K Buy
+4,932
New +$312K 0.04% 65

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IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
CWP
Cornerstone Wealth Partners Okemos, Michigan $176M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AWM
Ariadne Wealth Management Santa Barbara, California $223M AUM 36.41% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

B&D White Capital Company's AVEE Position: Q1 2026 in Review

B&D White Capital Company increased its Avantis Emerging Markets Small Cap Equity ETF (AVEE) stake by 11% in Q1 2026, buying an estimated $34.7K and bringing the position to 5,463 shares worth $347K. The position accounts for 0.04% of the portfolio, ranked #63.

B&D White Capital Company first reported a position in AVEE in Q4 2025 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold AVEE as of Q1 2026.

  • B&D White Capital Company held 5,463 shares of Avantis Emerging Markets Small Cap Equity ETF worth $347K as of Q1 2026.
  • B&D White Capital Company bought 531 Avantis Emerging Markets Small Cap Equity ETF shares in Q1 2026, an estimated $34.7K.
  • Avantis Emerging Markets Small Cap Equity ETF made up 0.04% of B&D White Capital Company's portfolio in Q1 2026, its #63 holding.
  • B&D White Capital Company first reported a position in Avantis Emerging Markets Small Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.