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Kestra Investment Management’s Davis Select Worldwide ETF DWLD Stock Holding History

Kestra Investment Management’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
2025
Q4 		– Sell
-5,137
Closed -$232K – 445
2025
Q3 		$232K Buy
+5,137
New +$221K 0.01% 396

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kestra Investment Management's DWLD Position: Q4 2025 in Review

Kestra Investment Management sold out of Davis Select Worldwide ETF (DWLD) in Q4 2025, closing a stake of 5,137 shares — an estimated $232K sold.

Kestra Investment Management first reported a position in DWLD in Q3 2025 and held it in 1 quarter. The position peaked at $232K in Q3 2025. 59 funds tracked by Wall St. Rank hold DWLD as of Q4 2025.

  • Kestra Investment Management reported no remaining Davis Select Worldwide ETF position as of Q4 2025 after selling out during the quarter.
  • Kestra Investment Management sold 5,137 Davis Select Worldwide ETF shares in Q4 2025, an estimated $232K.
  • Kestra Investment Management first reported a position in Davis Select Worldwide ETF in Q3 2025 and held it in 1 quarter.
  • Kestra Investment Management's Davis Select Worldwide ETF position peaked at $232K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q4 2025.

Based on Kestra Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.