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
Q2 		$212K Sell
16,940
-728
-4% -$9.14K ﹤0.01% 1440
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 $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

World Investment Advisors's ARDC Position: Q2 2026 in Review

World Investment Advisors reduced its Are Dynamic Credit Allocation Fund (ARDC) stake by 4.1% in Q2 2026, selling an estimated $9.14K and leaving 16,940 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

World Investment Advisors first reported a position in ARDC in Q4 2025 and has held it in 3 quarters since. The position peaked at $251K in Q4 2025. 63 funds tracked by Wall St. Rank hold ARDC as of Q2 2026.

  • World Investment Advisors held 16,940 shares of Are Dynamic Credit Allocation Fund worth $212K as of Q2 2026.
  • World Investment Advisors sold 728 Are Dynamic Credit Allocation Fund shares in Q2 2026, an estimated $9.14K.
  • Are Dynamic Credit Allocation Fund made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1440 holding.
  • World Investment Advisors first reported a position in Are Dynamic Credit Allocation Fund in Q4 2025 and has held it in 3 quarters since.
  • World Investment Advisors's Are Dynamic Credit Allocation Fund position peaked at $251K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.