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Melone Private Wealth’s Davis Select Worldwide ETF DWLD Stock Holding History

Melone Private Wealth’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 		$5.59M Sell
120,958
-1,271
-1% -$59.4K 2.13% 20
2026
Q1 		$5.35M Buy
122,229
+17,224
+16% +$792K 2.19% 19
2025
Q4 		$4.9M Buy
+105,005
New +$4.78M 2.08% 21

Other funds holding DWLD

DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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 $369B AUM 28.27% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Melone Private Wealth's DWLD Position: Q2 2026 in Review

Melone Private Wealth reduced its Davis Select Worldwide ETF (DWLD) stake by 1% in Q2 2026, selling an estimated $59.4K and leaving 120,958 shares worth $5.59M. The position accounts for 2.13% of the portfolio, ranked #20.

Melone Private Wealth first reported a position in DWLD in Q4 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold DWLD as of Q2 2026.

  • Melone Private Wealth held 120,958 shares of Davis Select Worldwide ETF worth $5.59M as of Q2 2026.
  • Melone Private Wealth sold 1,271 Davis Select Worldwide ETF shares in Q2 2026, an estimated $59.4K.
  • Davis Select Worldwide ETF made up 2.13% of Melone Private Wealth's portfolio in Q2 2026, its #20 holding.
  • Melone Private Wealth first reported a position in Davis Select Worldwide ETF in Q4 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.