BRWA
THW

B. Riley Wealth Advisors’s abrdn World Healthcare Fund THW Stock Holding History

B. Riley Wealth Advisors’s Portfolio THW Stock Details THW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$135K Sell
10,166
-573
-5% -$7.2K 0.01% 816
2026
Q1 		$121K Buy
+10,739
New +$134K 0.01% 770
2025
Q4 		– Sell
-10,746
Closed -$135K – 1152
2025
Q3 		$135K Sell
10,746
-273
-2% -$3.07K 0.01% 935
2025
Q2 		$113K Buy
+11,019
New +$116K 0.01% 948
2025
Q1 		– Sell
-13,931
Closed -$155K – 1416
2024
Q4 		$155K Sell
13,931
-284
-2% -$3.46K 0.01% 1062
2024
Q3 		$188K Buy
14,215
+265
+2% +$3.48K 0.01% 1152
2024
Q2 		$183K Sell
13,950
-1,887
-12% -$24.2K ﹤0.01% 1254
2024
Q1 		$186K Buy
15,837
+2,984
+23% +$37.8K 0.01% 1289
2023
Q4 		$151K Sell
12,853
-2,984
-19% -$33.6K ﹤0.01% 1294
2023
Q3 		$186K Sell
15,837
-2,563
-14% -$34.2K 0.01% 1289
2023
Q2 		$258K Buy
18,400
+3,488
+23% +$49.4K 0.01% 1206
2023
Q1 		$205K Buy
14,912
+173
+1% +$2.48K 0.01% 1287
2022
Q4 		$216K Buy
14,739
+568
+4% +$8.02K 0.01% 1213
2022
Q3 		$183K Buy
+14,171
New +$208K 0.01% 1246
2022
Q2 		– Sell
-27,406
Closed -$418K – 1384
2022
Q1 		$418K Buy
27,406
+4,516
+20% +$66.6K 0.01% 844
2021
Q4 		$373K Buy
+22,890
New +$376K 0.01% 960

Other funds holding THW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

B. Riley Wealth Advisors's THW Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its abrdn World Healthcare Fund (THW) stake by 5.3% in Q2 2026, selling an estimated $7.2K and leaving 10,166 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #816.

B. Riley Wealth Advisors first reported a position in THW in Q4 2021 and has held it in 16 quarters since. The position peaked at $418K in Q1 2022. 78 funds tracked by Wall St. Rank hold THW as of Q2 2026.

  • B. Riley Wealth Advisors held 10,166 shares of abrdn World Healthcare Fund worth $135K as of Q2 2026.
  • B. Riley Wealth Advisors sold 573 abrdn World Healthcare Fund shares in Q2 2026, an estimated $7.2K.
  • abrdn World Healthcare Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #816 holding.
  • B. Riley Wealth Advisors first reported a position in abrdn World Healthcare Fund in Q4 2021 and has held it in 16 quarters since.
  • B. Riley Wealth Advisors's abrdn World Healthcare Fund position peaked at $418K in Q1 2022.
  • 78 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.