HighTower Advisors’s Davis Select Worldwide ETF DWLD Stock Holding History

HighTower Advisors’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	$356K	Buy	8,134 +3,124	+62%	+$144K	﹤0.01%	3007
2025 Q4	$234K	Sell	5,010 -4,253	-46%	-$194K	﹤0.01%	3243
2025 Q3	$419K	Buy	9,263 +4,431	+92%	+$191K	﹤0.01%	2753
2025 Q2	$200K	Buy	+4,832	New	+$186K	﹤0.01%	3286
2021 Q2	–	Sell	-6,697	Closed	-$226K	–	3214
2021 Q1	$226K	Buy	+6,697	New	+$224K	﹤0.01%	2500
2020 Q3	–	Sell	-8,556	Closed	-$202K	–	2582
2020 Q2	$202K	Sell	8,556 -2,269	-21%	-$49.8K	﹤0.01%	1993
2020 Q1	$207K	Buy	10,825 +2,103	+24%	+$49.7K	﹤0.01%	1770
2019 Q4	$221K	Buy	+8,722	New	+$210K	﹤0.01%	1905

Other funds holding DWLD

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors's DWLD Position: Q1 2026 in Review

HighTower Advisors increased its Davis Select Worldwide ETF (DWLD) stake by 62% in Q1 2026, buying an estimated $144K and bringing the position to 8,134 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #3007.

HighTower Advisors first reported a position in DWLD in Q4 2019 and has held it in 8 quarters since. The position peaked at $419K in Q3 2025. 62 funds tracked by Wall St. Rank hold DWLD as of Q1 2026.

HighTower Advisors held 8,134 shares of Davis Select Worldwide ETF worth $356K as of Q1 2026.
HighTower Advisors bought 3,124 Davis Select Worldwide ETF shares in Q1 2026, an estimated $144K.
Davis Select Worldwide ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3007 holding.
HighTower Advisors first reported a position in Davis Select Worldwide ETF in Q4 2019 and has held it in 8 quarters since.
HighTower Advisors's Davis Select Worldwide ETF position peaked at $419K in Q3 2025.
62 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.