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 9 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 2 closing their positions.
416% more capital inflows, than outflows
Capital inflows: $28M | Capital outflows: $5.42M
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
63% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 16
13% more funds holding
Funds holding: 52 → 59 (+7)
0.6% more ownership
Funds ownership: 65.95% → 66.55% (+0.6%)
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 |
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 |
Integrity Wealth Advisors
Ventura,
California
|
-$3.33M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$766K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$332K |
| 4 |
Kestra Investment Management
Austin,
Texas
|
-$232K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$230K |
DWLD Hedge Fund Activity: Q4 2025 in Review
59 of the 8,307 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: 9 funds opened new DWLD positions and 2 closed out — a net gain of 7 holders — while 26 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 52 in Q3 2025.
- Funds reported $343M of Davis Select Worldwide ETF stock for Q4 2025, up 11% quarter-over-quarter.
- 9 funds opened new Davis Select Worldwide ETF positions in Q4 2025 and 2 closed out, a net change of +7 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.