Kingswood Wealth Advisors’s Davis Select Worldwide ETF DWLD Stock Holding History

Kingswood Wealth 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	$219K	Buy	+4,991	New	+$229K	0.01%	849

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

Kingswood Wealth Advisors's DWLD Position: Q1 2026 in Review

Kingswood Wealth Advisors opened a new position in Davis Select Worldwide ETF (DWLD) in Q1 2026: 4,991 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #849 among its holdings.

62 funds tracked by Wall St. Rank hold DWLD as of Q1 2026.

Kingswood Wealth Advisors held 4,991 shares of Davis Select Worldwide ETF worth $219K as of Q1 2026.
Davis Select Worldwide ETF was a new Kingswood Wealth Advisors position in Q1 2026.
Davis Select Worldwide ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #849 holding.
62 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.