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 |
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.