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
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 $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

World Investment Advisors's SCD Position: Q1 2026 in Review

World Investment Advisors increased its LMP Capital and Income Fund (SCD) stake by 8.4% in Q1 2026, buying an estimated $17.6K and bringing the position to 14,727 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

World Investment Advisors first reported a position in SCD in Q4 2025 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold SCD as of Q1 2026.

  • World Investment Advisors held 14,727 shares of LMP Capital and Income Fund worth $220K as of Q1 2026.
  • World Investment Advisors bought 1,139 LMP Capital and Income Fund shares in Q1 2026, an estimated $17.6K.
  • LMP Capital and Income Fund made up ﹤0.01% of World Investment Advisors's portfolio in Q1 2026, its #1446 holding.
  • World Investment Advisors first reported a position in LMP Capital and Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.