WIA
OAIM icon

World Investment Advisors’s OneAscent International Equity ETF OAIM Stock Holding History

World Investment Advisors’s Portfolio OAIM Stock Details OAIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.61M Hold
83,880
– – 0.06% 331
2026
Q1 		$3.61M Buy
83,880
+4,923
+6% +$215K 0.06% 335
2025
Q4 		$3.27M Buy
78,957
+9,097
+13% +$368K 0.05% 352
2025
Q3 		$2.81M Buy
+69,860
New +$2.73M 0.06% 335

Other funds holding OAIM

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

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

World Investment Advisors held its OneAscent International Equity ETF (OAIM) position steady in Q2 2026 at 83,880 shares worth $3.61M. The position accounts for 0.06% of the portfolio, ranked #331.

World Investment Advisors first reported a position in OAIM in Q3 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

  • World Investment Advisors held 83,880 shares of OneAscent International Equity ETF worth $3.61M as of Q2 2026.
  • World Investment Advisors left its OneAscent International Equity ETF share count unchanged in Q2 2026.
  • OneAscent International Equity ETF made up 0.06% of World Investment Advisors's portfolio in Q2 2026, its #331 holding.
  • World Investment Advisors first reported a position in OneAscent International Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 52 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

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