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World Investment Advisors’s Nuveen Churchill Direct Lending NCDL Stock Holding History

World Investment Advisors’s Portfolio NCDL Stock Details NCDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$551K Hold
43,297
– – 0.01% 922
2026
Q1 		$551K Hold
43,297
– – 0.01% 938
2025
Q4 		$578K Hold
43,297
– – 0.01% 874
2025
Q3 		$597K Hold
43,297
– – 0.01% 720
2025
Q2 		$701K Hold
43,297
– – 0.02% 618
2025
Q1 		$735K Hold
43,297
– – 0.02% 580
2024
Q4 		$727K Buy
43,297
+24,448
+130% +$419K 0.02% 557
2024
Q3 		$328K Buy
+18,849
New +$330K 0.01% 712

Other funds holding NCDL

BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

World Investment Advisors held its Nuveen Churchill Direct Lending (NCDL) position steady in Q2 2026 at 43,297 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #922.

World Investment Advisors first reported a position in NCDL in Q3 2024 and has held it in 8 quarters since. The position peaked at $735K in Q1 2025. 68 funds tracked by Wall St. Rank hold NCDL as of Q2 2026.

  • World Investment Advisors held 43,297 shares of Nuveen Churchill Direct Lending worth $551K as of Q2 2026.
  • World Investment Advisors left its Nuveen Churchill Direct Lending share count unchanged in Q2 2026.
  • Nuveen Churchill Direct Lending made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #922 holding.
  • World Investment Advisors first reported a position in Nuveen Churchill Direct Lending in Q3 2024 and has held it in 8 quarters since.
  • World Investment Advisors's Nuveen Churchill Direct Lending position peaked at $735K in Q1 2025.
  • 68 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2026.

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