WIA
SCD

World Investment Advisors’s LMP Capital and Income Fund SCD Stock Holding History

World Investment Advisors’s Portfolio SCD Stock Details SCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$222K Hold
14,727
– – ﹤0.01% 1412
2026
Q1 		$220K Buy
14,727
+1,139
+8% +$17.6K ﹤0.01% 1446
2025
Q4 		$201K Buy
+13,588
New +$202K ﹤0.01% 1394

Other funds holding SCD

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

World Investment Advisors held its LMP Capital and Income Fund (SCD) position steady in Q2 2026 at 14,727 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

World Investment Advisors first reported a position in SCD in Q4 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

  • World Investment Advisors held 14,727 shares of LMP Capital and Income Fund worth $222K as of Q2 2026.
  • World Investment Advisors left its LMP Capital and Income Fund share count unchanged in Q2 2026.
  • LMP Capital and Income Fund made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1412 holding.
  • World Investment Advisors first reported a position in LMP Capital and Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

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