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Coldstream Capital Management’s World Acceptance Corp WRLD Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-16
Closed -$2.02K – 3375
2025
Q1 		$2.02K Buy
+16
New +$2.09K ﹤0.01% 2997

Other funds holding WRLD

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coldstream Capital Management's WRLD Position: Q2 2025 in Review

Coldstream Capital Management sold out of World Acceptance Corp (WRLD) in Q2 2025, closing a stake of 16 shares — an estimated $2.02K sold.

Coldstream Capital Management first reported a position in WRLD in Q1 2025 and held it in 1 quarter. The position peaked at $2.02K in Q1 2025. 163 funds tracked by Wall St. Rank hold WRLD as of Q2 2025.

  • Coldstream Capital Management reported no remaining World Acceptance Corp position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 16 World Acceptance Corp shares in Q2 2025, an estimated $2.02K.
  • Coldstream Capital Management first reported a position in World Acceptance Corp in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's World Acceptance Corp position peaked at $2.02K in Q1 2025.
  • 163 funds tracked by Wall St. Rank held World Acceptance Corp as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.