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Envestnet Asset Management’s
World Acceptance Corp
WRLD
Stock Holding History
Envestnet Asset Management’s Portfolio
WRLD Stock Details
WRLD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-1,672
Closed
-$242K
–
4306
2024
Q1
$242K
Buy
1,672
+92
+6%
+$12.1K
﹤0.01%
3848
2023
Q4
$206K
Buy
+1,580
New
+$185K
﹤0.01%
3812
2022
Q1
–
Sell
-978
Closed
-$240K
–
4077
2021
Q4
$240K
Buy
+978
New
+$213K
﹤0.01%
3552
2017
Q2
–
Sell
-1,188
Closed
-$62K
–
3141
2017
Q1
$62K
Buy
1,188
+167
+16%
+$8.96K
﹤0.01%
2343
2016
Q4
$66K
Buy
+1,021
New
+$57.2K
﹤0.01%
2349
2015
Q3
–
Sell
-7,233
Closed
-$445K
–
3088
2015
Q2
$445K
Buy
7,233
+1,089
+18%
+$86.7K
﹤0.01%
1774
2015
Q1
$448K
Buy
6,144
+6,103
+14,885%
+$492K
﹤0.01%
1606
2014
Q4
$3K
Sell
41
-3,276
-99%
-$242K
﹤0.01%
2272
2014
Q3
$224K
Buy
+3,317
New
+$257K
﹤0.01%
1053
2013
Q3
–
Sell
-21
Closed
-$2K
–
2501
2013
Q2
$2K
Buy
+21
New
+$1.87K
﹤0.01%
2115
Other funds holding WRLD
PGP
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
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
CIP
CAS Investment Partners
Westport, Connecticut
$1.75B AUM
41.95%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
ISL
Ingalls & Snyder LLC
New York
$2.83B AUM
21.61%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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