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World Investment Advisors’s Barings BDC BBDC Stock Holding History

World Investment Advisors’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$266K Sell
32,360
-2,168
-6% -$19K ﹤0.01% 1318
2025
Q4 		$317K Buy
+34,528
New +$306K 0.01% 1157

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.07B AUM 152.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

World Investment Advisors reduced its Barings BDC (BBDC) stake by 6.3% in Q1 2026, selling an estimated $19K and leaving 32,360 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

World Investment Advisors first reported a position in BBDC in Q4 2025 and has held it in 2 quarters since. The position peaked at $317K in Q4 2025. 211 funds tracked by Wall St. Rank hold BBDC as of Q1 2026.

  • World Investment Advisors held 32,360 shares of Barings BDC worth $266K as of Q1 2026.
  • World Investment Advisors sold 2,168 Barings BDC shares in Q1 2026, an estimated $19K.
  • Barings BDC made up ﹤0.01% of World Investment Advisors's portfolio in Q1 2026, its #1318 holding.
  • World Investment Advisors first reported a position in Barings BDC in Q4 2025 and has held it in 2 quarters since.
  • World Investment Advisors's Barings BDC position peaked at $317K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Barings BDC as of Q1 2026.

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