World Investment Advisors’s VanEck BDC Income ETF BIZD Stock Holding History

World Investment Advisors’s Portfolio BIZD Stock Details BIZD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$578K	Buy	45,184 +812	+2%	+$10.3K	0.01%	900
2026 Q1	$568K	Buy	44,372 +1,151	+3%	+$15.5K	0.01%	922
2025 Q4	$613K	Buy	43,221 +11,103	+35%	+$159K	0.01%	849
2025 Q3	$480K	Buy	32,118 +3,521	+12%	+$56.3K	0.01%	797
2025 Q2	$466K	Sell	28,597 -74	-0.3%	-$1.16K	0.01%	761
2025 Q1	$481K	Buy	28,671 +1,585	+6%	+$27.1K	0.01%	703
2024 Q4	$450K	Buy	27,086 +8,851	+49%	+$146K	0.01%	691
2024 Q3	$302K	Buy	18,235 +2,419	+15%	+$39.7K	0.01%	736
2024 Q2	$271K	Buy	15,816 +1,163	+8%	+$19.6K	0.02%	523
2024 Q1	$248K	Buy	14,653 +2,485	+20%	+$40.6K	0.04%	338
2023 Q4	$195K	Sell	12,168 -379	-3%	-$5.93K	0.03%	369
2023 Q3	$201K	Buy	12,547 +1,619	+15%	+$25.3K	0.04%	251
2023 Q2	$168K	Buy	+10,928	New	+$160K	0.03%	250

Other funds holding BIZD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.48B AUM 25.55% 1-Year Est. Return

MHFA

Mission Hills Financial Advisory San Diego, California $228M AUM 13.77% 1-Year Est. Return

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

World Investment Advisors increased its VanEck BDC Income ETF (BIZD) stake by 1.8% in Q2 2026, buying an estimated $10.3K and bringing the position to 45,184 shares worth $578K. The position accounts for 0.01% of the portfolio, ranked #900.

World Investment Advisors first reported a position in BIZD in Q2 2023 and has held it in 13 quarters since. The position peaked at $613K in Q4 2025. 266 funds tracked by Wall St. Rank hold BIZD as of Q2 2026.

World Investment Advisors held 45,184 shares of VanEck BDC Income ETF worth $578K as of Q2 2026.
World Investment Advisors bought 812 VanEck BDC Income ETF shares in Q2 2026, an estimated $10.3K.
VanEck BDC Income ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #900 holding.
World Investment Advisors first reported a position in VanEck BDC Income ETF in Q2 2023 and has held it in 13 quarters since.
World Investment Advisors's VanEck BDC Income ETF position peaked at $613K in Q4 2025.
266 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q2 2026.

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