Davis Select Worldwide ETF
DWLD
59 hedge funds and large institutions have $343M invested in Davis Select Worldwide ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
56% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 16
16% more funds holding
Funds holding: 51 → 59 (+8)
11% more capital invested
Capital invested by funds: $310M → $343M (+$33.2M)
0.65% more ownership
Funds ownership: 65.91% → 66.55% (+0.65%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.9M |
| 2 |
Morgan Stanley
New York
|
+$5.09M |
| 3 |
MPW
Melone Private Wealth
Auburn Hills,
Michigan
|
+$4.78M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.03M |
| 5 |
Rockefeller Capital Management
New York
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWA
Integrity Wealth Advisors
Ventura,
California
|
-$3.33M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$766K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$332K |
| 4 |
KIM
Kestra Investment Management
Austin,
Texas
|
-$232K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$230K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
51
Creative Financial Designs
Kokomo,
Indiana
| $52.1K | -$410 | -9 | -0.8% |
|
|
BFP
52
Birchwood Financial Partners
Bloomington,
Minnesota
| $45.9K | +$44.9K | +985 | New |
|
|
PTC
53
Private Trust Company
Cleveland,
Ohio
| $28K | – | – | – |
|
|
CSB
54
City State Bank
Norwalk,
Iowa
| $16.7K | +$16.3K | +358 | New |
|
|
SAG
55
SageView Advisory Group
Newport Beach,
California
| $8.31K | +$8.11K | +178 | New |
|
|
AF
56
Alerus Financial
Grand Forks,
North Dakota
| $7.42K | – | – | – |
|
|
HI
57
Harbour Investments
Madison,
Wisconsin
| $5.83K | +$5.69K | +125 | New |
|
58
Wells Fargo
San Francisco,
California
| $86 | -$98.1K | -2,155 | -100% |
|
|
SN
59
Sittner & Nelson
Eugene,
Oregon
| $47 | – | – | – |
|
|
60
Citadel Advisors
Miami,
Florida
| – | -$766K | -16,928 | Closed |
|
|
KIM
61
Kestra Investment Management
Austin,
Texas
| – | -$232K | -5,137 | Closed |
|
DWLD Hedge Fund Activity: Q4 2025 in Review
59 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Davis Select Worldwide ETF (DWLD) for Q4 2025, worth a combined $343M — up 11% from $310M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DWLD positions and 2 closed out — a net gain of 8 holders — while 25 added to existing stakes and 16 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.9M. The largest seller was Integrity Wealth Advisors, cutting an estimated $3.33M.
- 59 institutional investors held Davis Select Worldwide ETF (DWLD) as of Q4 2025, up from 51 in Q3 2025.
- Funds reported $343M of Davis Select Worldwide ETF stock for Q4 2025, up 11% quarter-over-quarter.
- 10 funds opened new Davis Select Worldwide ETF positions in Q4 2025 and 2 closed out, a net change of +8 holders.
- The largest Davis Select Worldwide ETF buyer in Q4 2025 was LPL Financial, an estimated $6.9M added.
- The largest Davis Select Worldwide ETF seller in Q4 2025 was Integrity Wealth Advisors, an estimated $3.33M sold.
Based on aggregated 13F filings for Q4 2025.