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HighPoint Advisor Group’s Davis Select Worldwide ETF DWLD Stock Holding History

HighPoint Advisor Group’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
Q1 		$549K Buy
12,538
+2,511
+25% +$115K 0.02% 404
2025
Q4 		$468K Buy
+10,027
New +$457K 0.01% 683

Other funds holding DWLD

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighPoint Advisor Group's DWLD Position: Q1 2026 in Review

HighPoint Advisor Group increased its Davis Select Worldwide ETF (DWLD) stake by 25% in Q1 2026, buying an estimated $115K and bringing the position to 12,538 shares worth $549K. The position accounts for 0.02% of the portfolio, ranked #404.

HighPoint Advisor Group first reported a position in DWLD in Q4 2025 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold DWLD as of Q1 2026.

  • HighPoint Advisor Group held 12,538 shares of Davis Select Worldwide ETF worth $549K as of Q1 2026.
  • HighPoint Advisor Group bought 2,511 Davis Select Worldwide ETF shares in Q1 2026, an estimated $115K.
  • Davis Select Worldwide ETF made up 0.02% of HighPoint Advisor Group's portfolio in Q1 2026, its #404 holding.
  • HighPoint Advisor Group first reported a position in Davis Select Worldwide ETF in Q4 2025 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.