IFP Advisors’s World Acceptance Corp WRLD Stock Holding History

IFP Advisors’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
2026 Q1	$6.21K	Sell	46 -45	-49%	-$6.03K	﹤0.01%	3404
2025 Q4	$12.8K	Buy	91 +60	+194%	+$9.03K	﹤0.01%	2944
2025 Q3	$5.24K	Buy	31 +4	+15%	+$673	﹤0.01%	3221
2025 Q2	$4.46K	Buy	+27	New	+$3.85K	﹤0.01%	3471
2025 Q1	–	Sell	-1	Closed	-$112	–	4661
2024 Q4	$112	Buy	+1	New	+$117	﹤0.01%	3991
2019 Q4	–	Sell	-259	Closed	-$26.7K	–	3147
2019 Q3	$35K	Buy	+259	New	+$36.6K	﹤0.01%	1522
2019 Q1	–	Sell	-100	Closed	-$10K	–	3476
2018 Q4	$10K	Hold	100	–	–	﹤0.01%	2531
2018 Q3	$11K	Hold	100	–	–	﹤0.01%	2821
2018 Q2	$11K	Hold	100	–	–	﹤0.01%	2854
2018 Q1	$8K	Hold	100	–	–	﹤0.01%	2954
2017 Q4	$8K	Hold	100	–	–	﹤0.01%	2999
2017 Q3	$8K	Hold	100	–	–	﹤0.01%	3175
2017 Q2	$7K	Hold	100	–	–	﹤0.01%	3248
2017 Q1	$5K	Hold	100	–	–	﹤0.01%	3335
2016 Q4	$6K	Hold	100	–	–	﹤0.01%	3218
2016 Q3	$5K	Hold	100	–	–	﹤0.01%	3263
2016 Q2	$5K	Buy	+100	New	+$4.06K	﹤0.01%	3173
2016 Q1	–	Sell	-100	Closed	-$4K	–	3468
2015 Q4	$4K	Buy	+100	New	+$3.71K	﹤0.01%	3108

Other funds holding WRLD

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return