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Davis Select Worldwide ETF

62 hedge funds and large institutions have $360M invested in Davis Select Worldwide ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

5% more funds holding

Funds holding: 5962 (+3)

1.9% more ownership

Funds ownership: 66.55%68.46% (+1.9%)

5% more capital invested

Capital invested by funds: $343M → $360M (+$16.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
26
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DSA
1
Davis Selected Advisers
Arizona
$84.8M +$833K +18,125 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$78.9M +$5.49M +119,479 +7%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$34.2M +$2.39M +52,074 +7%
LPL Financial
4
LPL Financial
California
$24M +$7.33M +159,515 +41%
Bank of America
5
Bank of America
North Carolina
$18.8M +$14.8M +322,810 +301%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$17M +$3.1M +67,364 +21%
Stifel Financial
7
Stifel Financial
Missouri
$15.2M +$518K +11,268 +3%
FC
8
Fjell Capital
North Dakota
$11.8M +$615K +13,378 +5%
Raymond James Financial
9
Raymond James Financial
Florida
$11.3M +$1.68M +36,448 +16%
UBS Group
10
UBS Group
Switzerland
$7.83M +$582K +12,666 +8%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$7.83M +$227K +4,948 +3%
MPW
12
Melone Private Wealth
Michigan
$5.35M +$792K +17,224 +16%
DC
13
Davenport & Co
Virginia
$4.64M +$458K +9,976 +10%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$3.92M -$60.2K -1,309 -1%
KAS
15
Kestra Advisory Services
Texas
$3.6M +$175K +3,801 +5%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$3.05M -$347K -7,553 -10%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.07M -$110K -2,391 -5%
IWA
18
Integrity Wealth Advisors
California
$2.02M +$20.2K +439 +1%
BEI
19
Benjamin Edwards Inc
Missouri
$1.86M +$43.9K +955 +2%
RIA
20
Rhodes Investment Advisors
Texas
$1.82M +$58.4K +1,270 +3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.76M -$31.6K -688 -2%
SAA
22
Southeast Asset Advisors
Georgia
$1.65M -$146K -3,175 -8%
LCM
23
Lunt Capital Management
Utah
$1.64M
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$1.46M +$129K +2,808 +9%
HWMO
25
Heritage Wealth Management (Ohio)
Ohio
$1.41M +$28.6K +623 +2%

DWLD Hedge Fund Activity: Q1 2026 in Review

62 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Davis Select Worldwide ETF (DWLD) for Q1 2026, worth a combined $360M — up 4.9% from $343M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DWLD positions and 1 closed out — a net gain of 5 holders — while 26 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $14.8M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $347K.

  • 62 institutional investors held Davis Select Worldwide ETF (DWLD) as of Q1 2026, up from 59 in Q4 2025.
  • Funds reported $360M of Davis Select Worldwide ETF stock for Q1 2026, up 4.9% quarter-over-quarter.
  • 6 funds opened new Davis Select Worldwide ETF positions in Q1 2026 and 1 closed out, a net change of +5 holders.
  • The largest Davis Select Worldwide ETF buyer in Q1 2026 was Bank of America, an estimated $14.8M added.
  • The largest Davis Select Worldwide ETF seller in Q1 2026 was Northwestern Mutual Wealth Management, an estimated $347K sold.

Based on aggregated 13F filings for Q1 2026.