WIA
CWAN

World Investment Advisors’s Clearwater Analytics CWAN Stock Holding History

World Investment Advisors’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,398
Closed -$272K – 1245
2025
Q2 		$272K Buy
+12,398
New +$285K 0.01% 956

Other funds holding CWAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

World Investment Advisors's CWAN Position: Q3 2025 in Review

World Investment Advisors sold out of Clearwater Analytics (CWAN) in Q3 2025, closing a stake of 12,398 shares — an estimated $272K sold.

World Investment Advisors first reported a position in CWAN in Q2 2025 and held it in 1 quarter. The position peaked at $272K in Q2 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q3 2025.

  • World Investment Advisors reported no remaining Clearwater Analytics position as of Q3 2025 after selling out during the quarter.
  • World Investment Advisors sold 12,398 Clearwater Analytics shares in Q3 2025, an estimated $272K.
  • World Investment Advisors first reported a position in Clearwater Analytics in Q2 2025 and held it in 1 quarter.
  • World Investment Advisors's Clearwater Analytics position peaked at $272K in Q2 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2025.

Based on World Investment Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.