World Investment Advisors’s First Trust Water ETF FIW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$821K	Sell	7,956 -2	-0%	-$211	0.01%	778
2026 Q1	$821K	Buy	7,958 +777	+11%	+$86K	0.01%	782
2025 Q4	$780K	Buy	7,181 +1,637	+30%	+$183K	0.01%	768
2025 Q3	$623K	Sell	5,544 -297	-5%	-$33.1K	0.01%	710
2025 Q2	$631K	Sell	5,841 -134	-2%	-$13.8K	0.01%	652
2025 Q1	$602K	Buy	5,975 +4	+0.1%	+$413	0.02%	639
2024 Q4	$609K	Buy	5,971 +19	+0.3%	+$2.04K	0.02%	610
2024 Q3	$651K	Buy	5,952 +124	+2%	+$13K	0.02%	519
2024 Q2	$583K	Buy	5,828 +1,551	+36%	+$158K	0.04%	366
2024 Q1	$437K	Buy	+4,277	New	+$410K	0.06%	242

Other funds holding FIW

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

World Investment Advisors reduced its First Trust Water ETF (FIW) stake by 0.03% in Q2 2026, selling an estimated $211 and leaving 7,956 shares worth $821K. The position accounts for 0.01% of the portfolio, ranked #778.

World Investment Advisors first reported a position in FIW in Q1 2024 and has held it in 10 quarters since. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

World Investment Advisors held 7,956 shares of First Trust Water ETF worth $821K as of Q2 2026.
World Investment Advisors sold 2 First Trust Water ETF shares in Q2 2026, an estimated $211.
First Trust Water ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #778 holding.
World Investment Advisors first reported a position in First Trust Water ETF in Q1 2024 and has held it in 10 quarters since.
318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

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