World Investment Advisors’s Eaton ETN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.3M	Sell	48,329 -63	-0.1%	-$22.4K	0.28%	71
2025 Q4	$15.4M	Buy	48,392 +1,654	+4%	+$586K	0.25%	83
2025 Q3	$17.5M	Sell	46,738 -2,745	-6%	-$998K	0.36%	47
2025 Q2	$17.7M	Sell	49,483 -1,940	-4%	-$597K	0.4%	46
2025 Q1	$14M	Sell	51,423 -366	-0.7%	-$114K	0.36%	52
2024 Q4	$17.2M	Buy	51,789 +1,486	+3%	+$522K	0.47%	41
2024 Q3	$16.7M	Buy	50,303 +45,652	+982%	+$13.9M	0.52%	41
2024 Q2	$1.46M	Buy	+4,651	New	+$1.5M	0.09%	204

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

World Investment Advisors reduced its Eaton (ETN) stake by 0.13% in Q1 2026, selling an estimated $22.4K and leaving 48,329 shares worth $17.3M. The position accounts for 0.28% of the portfolio, ranked #71.

World Investment Advisors first reported a position in ETN in Q2 2024 and has held it in 8 quarters since. The position peaked at $17.7M in Q2 2025. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

World Investment Advisors held 48,329 shares of Eaton worth $17.3M as of Q1 2026.
World Investment Advisors sold 63 Eaton shares in Q1 2026, an estimated $22.4K.
Eaton made up 0.28% of World Investment Advisors's portfolio in Q1 2026, its #71 holding.
World Investment Advisors first reported a position in Eaton in Q2 2024 and has held it in 8 quarters since.
World Investment Advisors's Eaton position peaked at $17.7M in Q2 2025.
2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

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