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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

FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $136M AUM
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWMO
Heritage Wealth Management (Ohio) Cincinnati, Ohio $401M AUM 32.53% 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. 22 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.
  • 22 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.