WIA
OTF

World Investment Advisors’s Blue Owl Technology Finance Corp OTF Stock Holding History

World Investment Advisors’s Portfolio OTF Stock Details OTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.32M Hold
429,025
– – 0.09% 244
2026
Q1 		$5.32M Buy
429,025
+291,682
+212% +$3.72M 0.09% 247
2025
Q4 		$2M Buy
137,343
+46,655
+51% +$655K 0.03% 470
2025
Q3 		$1.25M Buy
90,688
+59,830
+194% +$897K 0.03% 510
2025
Q2 		$471K Buy
+30,858
New +$486K 0.01% 757

Other funds holding OTF

ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
OCERS
Orange County Employees Retirement System Santa Ana, California $280M AUM
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $453M AUM 134.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

World Investment Advisors held its Blue Owl Technology Finance Corp (OTF) position steady in Q2 2026 at 429,025 shares worth $5.32M. The position accounts for 0.09% of the portfolio, ranked #244.

World Investment Advisors first reported a position in OTF in Q2 2025 and has held it in 5 quarters since. 191 funds tracked by Wall St. Rank hold OTF as of Q2 2026.

  • World Investment Advisors held 429,025 shares of Blue Owl Technology Finance Corp worth $5.32M as of Q2 2026.
  • World Investment Advisors left its Blue Owl Technology Finance Corp share count unchanged in Q2 2026.
  • Blue Owl Technology Finance Corp made up 0.09% of World Investment Advisors's portfolio in Q2 2026, its #244 holding.
  • World Investment Advisors first reported a position in Blue Owl Technology Finance Corp in Q2 2025 and has held it in 5 quarters since.
  • 191 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q2 2026.

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