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Davis Select Worldwide ETF

51 hedge funds and large institutions have $291M invested in Davis Select Worldwide ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

23% more capital invested

Capital invested by funds: $236M → $291M (+$55M)

6% more funds holding

Funds holding: 4851 (+3)

1.5% more ownership

Funds ownership: 65.45%66.95% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
23
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$885K +$83.2K +2,160 +11%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$743K +$691K +17,941 New
SOS
28
Silver Oak Securities
Tennessee
$642K
PAG
29
Private Advisor Group
New Jersey
$616K +$83.8K +2,175 +17%
Truist Financial
30
Truist Financial
North Carolina
$575K -$17.3K -450 -3%
Osaic Holdings
31
Osaic Holdings
Arizona
$563K +$45.1K +1,171 +9%
MWM
32
MGB Wealth Management
Texas
$433K +$148K +3,831 +58%
Jane Street
33
Jane Street
New York
$424K -$198K -5,136 -33%
MWM
34
Modern Wealth Management
Kansas
$375K -$21.5K -559 -6%
Creative Planning
35
Creative Planning
Kansas
$372K
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$349K
GWM
37
Geneos Wealth Management
Colorado
$332K -$308K -8,000 -50%
SWGC
38
Summit Wealth Group (Colorado)
Colorado
$327K +$304K +7,881 New
CWS
39
Confluence Wealth Services
Pennsylvania
$252K
Mariner
40
Mariner
Kansas
$247K +$229K +5,950 New
DI
41
Diligent Investors
California
$233K -$100K -2,600 -32%
WAS
42
Wealth Advisory Solutions
Indiana
$213K +$198K +5,131 New
HighTower Advisors
43
HighTower Advisors
Illinois
$200K +$186K +4,832 New
Comerica Bank
44
Comerica Bank
Texas
$87.9K
AF
45
Advisornet Financial
Minnesota
$71.4K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$62K +$7.7K +200 +16%
CFD
47
Creative Financial Designs
Indiana
$46.7K
PTC
48
Private Trust Company
Ohio
$24.9K
AF
49
Alerus Financial
North Dakota
$6.59K +$6.13K +159 New
SN
50
Sittner & Nelson
Oregon
$41

DWLD Hedge Fund Activity: Q2 2025 in Review

51 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Davis Select Worldwide ETF (DWLD) for Q2 2025, worth a combined $291M — up 23% from $236M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DWLD positions and 3 closed out — a net gain of 3 holders — while 23 added to existing stakes and 9 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $21.3M. The largest seller was Royal Bank of Canada, cutting an estimated $3.25M.

  • 51 institutional investors held Davis Select Worldwide ETF (DWLD) as of Q2 2025, up from 48 in Q1 2025.
  • Funds reported $291M of Davis Select Worldwide ETF stock for Q2 2025, up 23% quarter-over-quarter.
  • 6 funds opened new Davis Select Worldwide ETF positions in Q2 2025 and 3 closed out, a net change of +3 holders.
  • The largest Davis Select Worldwide ETF buyer in Q2 2025 was Cetera Investment Advisers, an estimated $21.3M added.
  • The largest Davis Select Worldwide ETF seller in Q2 2025 was Royal Bank of Canada, an estimated $3.25M sold.

Based on aggregated 13F filings for Q2 2025.