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Strategic Blueprint’s Davis Select Worldwide ETF DWLD Stock Holding History

Strategic Blueprint’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 		$1.13M Buy
25,859
+15,810
+157% +$727K 0.07% 263
2025
Q4 		$469K Buy
+10,049
New +$458K 0.03% 413
2021
Q3 		– Sell
-2,745
Closed -$94K – 626
2021
Q2 		$94K Buy
+2,745
New +$94.9K 0.01% 508

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Blueprint's DWLD Position: Q1 2026 in Review

Strategic Blueprint increased its Davis Select Worldwide ETF (DWLD) stake by 157% in Q1 2026, buying an estimated $727K and bringing the position to 25,859 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #263.

Strategic Blueprint first reported a position in DWLD in Q2 2021 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold DWLD as of Q1 2026.

  • Strategic Blueprint held 25,859 shares of Davis Select Worldwide ETF worth $1.13M as of Q1 2026.
  • Strategic Blueprint bought 15,810 Davis Select Worldwide ETF shares in Q1 2026, an estimated $727K.
  • Davis Select Worldwide ETF made up 0.07% of Strategic Blueprint's portfolio in Q1 2026, its #263 holding.
  • Strategic Blueprint first reported a position in Davis Select Worldwide ETF in Q2 2021 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.