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 Q2	$397K	Buy	8,581 +447	+5%	+$20.9K	﹤0.01%	2952
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

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

HighTower Advisors's DWLD Position: Q2 2026 in Review

HighTower Advisors increased its Davis Select Worldwide ETF (DWLD) stake by 5.5% in Q2 2026, buying an estimated $20.9K and bringing the position to 8,581 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #2952.

HighTower Advisors first reported a position in DWLD in Q4 2019 and has held it in 9 quarters since. The position peaked at $419K in Q3 2025. 56 funds tracked by Wall St. Rank hold DWLD as of Q2 2026.

HighTower Advisors held 8,581 shares of Davis Select Worldwide ETF worth $397K as of Q2 2026.
HighTower Advisors bought 447 Davis Select Worldwide ETF shares in Q2 2026, an estimated $20.9K.
Davis Select Worldwide ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2952 holding.
HighTower Advisors first reported a position in Davis Select Worldwide ETF in Q4 2019 and has held it in 9 quarters since.
HighTower Advisors's Davis Select Worldwide ETF position peaked at $419K in Q3 2025.
56 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.