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World Investment Advisors’s AltShares Merger Arbitrage ETF ARB Stock Holding History

World Investment Advisors’s Portfolio ARB Stock Details ARB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,177
Closed -$324K – 1470
2025
Q3 		$324K Buy
11,177
+1,512
+16% +$43.6K 0.01% 955
2025
Q2 		$275K Buy
9,665
+2,271
+31% +$64.1K 0.01% 950
2025
Q1 		$209K Buy
+7,394
New +$207K 0.01% 995

Other funds holding ARB

CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

World Investment Advisors's ARB Position: Q4 2025 in Review

World Investment Advisors sold out of AltShares Merger Arbitrage ETF (ARB) in Q4 2025, closing a stake of 11,177 shares — an estimated $324K sold.

World Investment Advisors first reported a position in ARB in Q1 2025 and held it in 3 quarters. The position peaked at $324K in Q3 2025. 30 funds tracked by Wall St. Rank hold ARB as of Q4 2025.

  • World Investment Advisors reported no remaining AltShares Merger Arbitrage ETF position as of Q4 2025 after selling out during the quarter.
  • World Investment Advisors sold 11,177 AltShares Merger Arbitrage ETF shares in Q4 2025, an estimated $324K.
  • World Investment Advisors first reported a position in AltShares Merger Arbitrage ETF in Q1 2025 and held it in 3 quarters.
  • World Investment Advisors's AltShares Merger Arbitrage ETF position peaked at $324K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held AltShares Merger Arbitrage ETF as of Q4 2025.

Based on World Investment Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.