WIA
HTD

World Investment Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

World Investment Advisors’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$765K Buy
30,895
+1,026
+3% +$25.4K 0.01% 803
2025
Q4 		$707K Sell
29,869
-1,016
-3% -$24.8K 0.01% 801
2025
Q3 		$766K Buy
+30,885
New +$751K 0.02% 646

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

World Investment Advisors increased its John Hancock Tax-Advantaged Dividend Income Fund (HTD) stake by 3.4% in Q1 2026, buying an estimated $25.4K and bringing the position to 30,895 shares worth $765K. The position accounts for 0.01% of the portfolio, ranked #803.

World Investment Advisors first reported a position in HTD in Q3 2025 and has held it in 3 quarters since. The position peaked at $766K in Q3 2025. 93 funds tracked by Wall St. Rank hold HTD as of Q1 2026.

  • World Investment Advisors held 30,895 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $765K as of Q1 2026.
  • World Investment Advisors bought 1,026 John Hancock Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $25.4K.
  • John Hancock Tax-Advantaged Dividend Income Fund made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #803 holding.
  • World Investment Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q3 2025 and has held it in 3 quarters since.
  • World Investment Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $766K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2026.

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