Wealth Effects
THW icon

Wealth Effects’s abrdn World Healthcare Fund THW Stock Holding History

Wealth Effects’s Portfolio THW Stock Details THW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$518K Sell
39,695
-300
-0.8% -$4.08K 0.14% 126
2026
Q2 		$536K Sell
39,995
-100
-0.2% -$1.26K 0.14% 124
2026
Q1 		$468K Buy
40,095
+9,795
+32% +$122K 0.17% 117
2025
Q4 		$387K Buy
30,300
+200
+0.7% +$2.54K 0.12% 130
2025
Q3 		$379K Buy
30,100
+1,400
+5% +$15.7K 0.12% 131
2025
Q2 		$294K Buy
28,700
+700
+3% +$7.36K 0.11% 154
2025
Q1 		$323K Buy
28,000
+1,600
+6% +$18.9K 0.14% 133
2024
Q4 		$291K Sell
26,400
-2,300
-8% -$28K 0.1% 158
2024
Q3 		$381K Sell
28,700
-33,400
-54% -$438K 0.13% 136
2024
Q2 		$815K Sell
62,100
-4,350
-7% -$55.7K 0.3% 70
2024
Q1 		$879K Buy
66,450
+200
+0.3% +$2.54K 0.32% 67
2023
Q4 		$773K Buy
66,250
+3,850
+6% +$43.3K 0.29% 77
2023
Q3 		$731K Buy
62,400
+7,350
+13% +$98K 0.36% 65
2023
Q2 		$772K Buy
55,050
+2,550
+5% +$36.1K 0.34% 65
2023
Q1 		$721K Buy
52,500
+10,450
+25% +$150K 0.37% 62
2022
Q4 		$616K Sell
42,050
-2,950
-7% -$41.6K 0.35% 69
2022
Q3 		$579K Buy
+45,000
New +$662K 0.35% 66

Other funds holding THW

CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Wealth Quarterback
Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return
Stockman Wealth Management
Stockman Wealth Management Billings, Montana $960M AUM 19.88% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Wealth Effects's THW Position: Q3 2026 in Review

Wealth Effects reduced its abrdn World Healthcare Fund (THW) stake by 0.75% in Q3 2026, selling an estimated $4.08K and leaving 39,695 shares worth $518K. The position accounts for 0.14% of the portfolio, ranked #126.

Wealth Effects first reported a position in THW in Q3 2022 and has held it in 17 quarters since. The position peaked at $879K in Q1 2024. 36 funds tracked by Wall St. Rank hold THW as of Q3 2026.

  • Wealth Effects held 39,695 shares of abrdn World Healthcare Fund worth $518K as of Q3 2026.
  • Wealth Effects sold 300 abrdn World Healthcare Fund shares in Q3 2026, an estimated $4.08K.
  • abrdn World Healthcare Fund made up 0.14% of Wealth Effects's portfolio in Q3 2026, its #126 holding.
  • Wealth Effects first reported a position in abrdn World Healthcare Fund in Q3 2022 and has held it in 17 quarters since.
  • Wealth Effects's abrdn World Healthcare Fund position peaked at $879K in Q1 2024.
  • 36 funds tracked by Wall St. Rank held abrdn World Healthcare Fund as of Q3 2026.

Based on Wealth Effects's 13F filing for Q3 2026, filed 23 Oct 2026.