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Mowery & Schoenfeld Wealth Management’s World Acceptance Corp WRLD Stock Holding History

Mowery & Schoenfeld Wealth Management’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
Q2 		– Sell
-110
Closed -$14.9K – 387
2026
Q1 		$14.9K Buy
110
+20
+22% +$2.68K 0.02% 191
2025
Q4 		$12.6K Buy
+90
New +$13.5K 0.02% 220

Other funds holding WRLD

PGP
Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's WRLD Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of World Acceptance Corp (WRLD) in Q2 2026, closing a stake of 110 shares — an estimated $14.9K sold.

Mowery & Schoenfeld Wealth Management first reported a position in WRLD in Q4 2025 and held it in 2 quarters. The position peaked at $14.9K in Q1 2026. 198 funds tracked by Wall St. Rank hold WRLD as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining World Acceptance Corp position as of Q2 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 110 World Acceptance Corp shares in Q2 2026, an estimated $14.9K.
  • Mowery & Schoenfeld Wealth Management first reported a position in World Acceptance Corp in Q4 2025 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's World Acceptance Corp position peaked at $14.9K in Q1 2026.
  • 198 funds tracked by Wall St. Rank held World Acceptance Corp as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.