Benjamin Edwards Inc’s Davis Select Worldwide ETF DWLD Stock Holding History

Benjamin Edwards Inc’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	$1.95M	Sell	42,125 -300	-0.7%	-$14K	0.02%	581
2026 Q1	$1.86M	Buy	42,425 +955	+2%	+$43.9K	0.02%	566
2025 Q4	$1.93M	Buy	41,470 +1,835	+5%	+$83.6K	0.02%	514
2025 Q3	$1.79M	Buy	39,635 +613	+2%	+$26.4K	0.02%	517
2025 Q2	$1.62M	Buy	39,022 +415	+1%	+$16K	0.02%	499
2025 Q1	$1.46M	Buy	38,607 +4,862	+14%	+$184K	0.02%	494
2024 Q4	$1.23M	Buy	33,745 +930	+3%	+$35.5K	0.02%	546
2024 Q3	$1.24M	Buy	+32,815	New	+$1.12M	0.02%	541

Other funds holding DWLD

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Benjamin Edwards Inc's DWLD Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Davis Select Worldwide ETF (DWLD) stake by 0.71% in Q2 2026, selling an estimated $14K and leaving 42,125 shares worth $1.95M. The position accounts for 0.02% of the portfolio, ranked #581.

Benjamin Edwards Inc first reported a position in DWLD in Q3 2024 and has held it in 8 quarters since. 56 funds tracked by Wall St. Rank hold DWLD as of Q2 2026.

Benjamin Edwards Inc held 42,125 shares of Davis Select Worldwide ETF worth $1.95M as of Q2 2026.
Benjamin Edwards Inc sold 300 Davis Select Worldwide ETF shares in Q2 2026, an estimated $14K.
Davis Select Worldwide ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #581 holding.
Benjamin Edwards Inc first reported a position in Davis Select Worldwide ETF in Q3 2024 and has held it in 8 quarters since.
56 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.