WIA
ACV

World Investment Advisors’s Virtus Diversified Income & Convertible Fund ACV Stock Holding History

World Investment Advisors’s Portfolio ACV Stock Details ACV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,763
Closed -$257K – 1574
2025
Q4 		$257K Buy
9,763
+297
+3% +$7.56K ﹤0.01% 1260
2025
Q3 		$228K Buy
+9,466
New +$218K ﹤0.01% 1108

Other funds holding ACV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWL
Emissary Wealth LLC Hackensack, New Jersey $107M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

World Investment Advisors's ACV Position: Q1 2026 in Review

World Investment Advisors sold out of Virtus Diversified Income & Convertible Fund (ACV) in Q1 2026, closing a stake of 9,763 shares — an estimated $257K sold.

World Investment Advisors first reported a position in ACV in Q3 2025 and held it in 2 quarters. The position peaked at $257K in Q4 2025. 37 funds tracked by Wall St. Rank hold ACV as of Q1 2026.

  • World Investment Advisors reported no remaining Virtus Diversified Income & Convertible Fund position as of Q1 2026 after selling out during the quarter.
  • World Investment Advisors sold 9,763 Virtus Diversified Income & Convertible Fund shares in Q1 2026, an estimated $257K.
  • World Investment Advisors first reported a position in Virtus Diversified Income & Convertible Fund in Q3 2025 and held it in 2 quarters.
  • World Investment Advisors's Virtus Diversified Income & Convertible Fund position peaked at $257K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Virtus Diversified Income & Convertible Fund as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.