Davis Select Worldwide ETF
DWLD
51 hedge funds and large institutions have $310M invested in Davis Select Worldwide ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 8 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
36% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 14
6% more capital invested
Capital invested by funds: $291M → $310M (+$18.4M)
0% more funds holding
Funds holding: 51 → 51 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
1.05% less ownership
Funds ownership: 66.95% → 65.91% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.9M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.7M |
| 3 |
IWA
Integrity Wealth Advisors
Ventura,
California
|
+$2.4M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.48M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$772K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$10.5M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.02M |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$2.13M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.13M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$770K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SN
51
Sittner & Nelson
Eugene,
Oregon
| $45 | – | – | – |
|
|
AI
52
Atria Investments
Charlotte,
North Carolina
| – | -$2.13M | -51,446 | Closed |
|
|
OFS
53
OneAscent Financial Services
Birmingham,
Alabama
| – | -$2.13M | -51,446 | Closed |
|
54
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$743K | -17,941 | Closed |
|
|
SOS
55
Silver Oak Securities
Jackson,
Tennessee
| – | -$642K | -15,484 | Closed |
|
56
Creative Planning
Overland Park,
Kansas
| – | -$372K | -8,981 | Closed |
|
|
SWGC
57
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
| – | -$327K | -7,881 | Closed |
|
|
WAS
58
Wealth Advisory Solutions
Indiianapolis,
Indiana
| – | -$213K | -5,131 | Closed |
|
59
Comerica Bank
Dallas,
Texas
| – | -$87.9K | -2,122 | Closed |
|
DWLD Hedge Fund Activity: Q3 2025 in Review
51 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Davis Select Worldwide ETF (DWLD) for Q3 2025, worth a combined $310M — up 6.3% from $291M a quarter earlier.
Fund positioning in DWLD was balanced in Q3 2025: 8 funds opened new positions, 8 closed out, 19 added to existing stakes and 14 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $2.9M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $10.5M.
- 51 institutional investors held Davis Select Worldwide ETF (DWLD) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $310M of Davis Select Worldwide ETF stock for Q3 2025, up 6.3% quarter-over-quarter.
- 8 funds opened new Davis Select Worldwide ETF positions in Q3 2025 and 8 closed out, a net change of 0 holders.
- The largest Davis Select Worldwide ETF buyer in Q3 2025 was Kestra Advisory Services, an estimated $2.9M added.
- The largest Davis Select Worldwide ETF seller in Q3 2025 was Northwestern Mutual Wealth Management, an estimated $10.5M sold.
Based on aggregated 13F filings for Q3 2025.