WIA
ARDC

World Investment Advisors’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

World Investment Advisors’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$215K Sell
17,668
-1,230
-7% -$15.9K ﹤0.01% 1459
2025
Q4 		$251K Buy
+18,898
New +$256K ﹤0.01% 1268

Other funds holding ARDC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

World Investment Advisors reduced its Are Dynamic Credit Allocation Fund (ARDC) stake by 6.5% in Q1 2026, selling an estimated $15.9K and leaving 17,668 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

World Investment Advisors first reported a position in ARDC in Q4 2025 and has held it in 2 quarters since. The position peaked at $251K in Q4 2025. 66 funds tracked by Wall St. Rank hold ARDC as of Q1 2026.

  • World Investment Advisors held 17,668 shares of Are Dynamic Credit Allocation Fund worth $215K as of Q1 2026.
  • World Investment Advisors sold 1,230 Are Dynamic Credit Allocation Fund shares in Q1 2026, an estimated $15.9K.
  • Are Dynamic Credit Allocation Fund made up ﹤0.01% of World Investment Advisors's portfolio in Q1 2026, its #1459 holding.
  • World Investment Advisors first reported a position in Are Dynamic Credit Allocation Fund in Q4 2025 and has held it in 2 quarters since.
  • World Investment Advisors's Are Dynamic Credit Allocation Fund position peaked at $251K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q1 2026.

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