WIA
CIK

World Investment Advisors’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

World Investment Advisors’s Portfolio CIK Stock Details CIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,287
Closed -$31.9K – 1587
2025
Q4 		$31.9K Buy
11,287
+243
+2% +$693 ﹤0.01% 1459
2025
Q3 		$32.4K Buy
+11,044
New +$32.8K ﹤0.01% 1225

Other funds holding CIK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

World Investment Advisors sold out of Credit Suisse Asset Management Income Fund (CIK) in Q1 2026, closing a stake of 11,287 shares — an estimated $31.9K sold.

World Investment Advisors first reported a position in CIK in Q3 2025 and held it in 2 quarters. The position peaked at $32.4K in Q3 2025. 52 funds tracked by Wall St. Rank hold CIK as of Q1 2026.

  • World Investment Advisors reported no remaining Credit Suisse Asset Management Income Fund position as of Q1 2026 after selling out during the quarter.
  • World Investment Advisors sold 11,287 Credit Suisse Asset Management Income Fund shares in Q1 2026, an estimated $31.9K.
  • World Investment Advisors first reported a position in Credit Suisse Asset Management Income Fund in Q3 2025 and held it in 2 quarters.
  • World Investment Advisors's Credit Suisse Asset Management Income Fund position peaked at $32.4K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q1 2026.

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