WIA
IDE

World Investment Advisors’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

World Investment Advisors’s Portfolio IDE Stock Details IDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-54,925
Closed -$557K – 1084
2024
Q4 		$557K Sell
54,925
-6,550
-11% -$72.6K 0.02% 647
2024
Q3 		$698K Buy
+61,475
New +$650K 0.02% 501

Other funds holding IDE

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return

World Investment Advisors's IDE Position: Q1 2025 in Review

World Investment Advisors sold out of Voya Infrastructure, Industrials and Materials Fund (IDE) in Q1 2025, closing a stake of 54,925 shares — an estimated $557K sold.

World Investment Advisors first reported a position in IDE in Q3 2024 and held it in 2 quarters. The position peaked at $698K in Q3 2024. 34 funds tracked by Wall St. Rank hold IDE as of Q1 2025.

  • World Investment Advisors reported no remaining Voya Infrastructure, Industrials and Materials Fund position as of Q1 2025 after selling out during the quarter.
  • World Investment Advisors sold 54,925 Voya Infrastructure, Industrials and Materials Fund shares in Q1 2025, an estimated $557K.
  • World Investment Advisors first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q3 2024 and held it in 2 quarters.
  • World Investment Advisors's Voya Infrastructure, Industrials and Materials Fund position peaked at $698K in Q3 2024.
  • 34 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q1 2025.

Based on World Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.