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Funds Holding DWLD

On this page, we present all of the funds holding DWLD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding DWLD, with a link to that fund's top holdings. The next columns indicate the amount of DWLD stock held by each of the funds holding DWLD, followed by the DWLD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 42 funds holding DWLD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Davis Selected Advisers. For more details on the positions held by Davis Selected Advisers (or by any of the other funds holding DWLD), click the fund name in the "Holder" column of the funds-holding-DWLD table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Davis Selected Advisers1,953,004$57,848 12/31/2023
     DWLD1,953,004$57,848 12/31/2023
Morgan Stanley1,456,757$43,149 12/31/2023
     DWLD1,456,757$43,149 12/31/2023
Royal Bank of Canada489,999$14,514 12/31/2023
     DWLD489,999$14,514 12/31/2023
Stifel Financial Corp224,542$6,651 12/31/2023
     DWLD224,542$6,651 12/31/2023
UBS Group AG149,614$4,432 12/31/2023
     DWLD149,614$4,432 12/31/2023
LPL Financial LLC112,526$3,333 12/31/2023
     DWLD112,526$3,333 12/31/2023
Southeast Asset Advisors Inc.98,110$2,906 12/31/2023
     DWLD98,110$2,906 12/31/2023
Commonwealth Equity Services LLC90,687$2,686 12/31/2023
     DWLD90,687$2,686 12/31/2023
Bank of America Corp DE68,956$2,042 12/31/2023
     DWLD68,956$2,042 12/31/2023
Northwestern Mutual Wealth Management Co.60,242$1,784 12/31/2023
     DWLD60,242$1,784 12/31/2023
Lunt Capital Management Inc.59,902$1,774 12/31/2023
     DWLD59,902$1,774 12/31/2023
Envestnet Asset Management Inc.59,614$1,766 12/31/2023
     DWLD59,614$1,766 12/31/2023
Rockefeller Capital Management L.P.59,436$1,761 12/31/2023
     DWLD59,436$1,761 12/31/2023
Captrust Financial Advisors58,177$1,723 12/31/2023
     DWLD58,177$1,723 12/31/2023
Raymond James Financial Services Advisors Inc.56,896$1,685 12/31/2023
     DWLD56,896$1,685 12/31/2023
DAVENPORT & Co LLC43,208$1,280 12/31/2023
     DWLD43,208$1,280 12/31/2023
D.A. Davidson & CO.41,440$1,227 12/31/2023
     DWLD41,440$1,227 12/31/2023
Benjamin F. Edwards & Company Inc.30,637$907 12/31/2023
     DWLD30,637$907 12/31/2023
Stratos Wealth Partners LTD.27,556$895 03/31/2024
     DWLD27,556$895 03/31/2024
Cetera Advisor Networks LLC25,579$758 12/31/2023
     DWLD25,579$758 12/31/2023
Truist Financial Corp18,425$546 12/31/2023
     DWLD18,425$546 12/31/2023
Scissortail Wealth Management LLC18,120$538 12/31/2023
     DWLD18,120$538 12/31/2023
Private Advisor Group LLC16,627$492 12/31/2023
     DWLD16,627$492 12/31/2023
Raymond James & Associates16,394$486 12/31/2023
     DWLD16,394$486 12/31/2023
SILVER OAK SECURITIES Inc15,484$459 12/31/2023
     DWLD15,484$459 12/31/2023
Creative Financial Designs Inc. ADV15,243$451 12/31/2023
     DWLD15,243$451 12/31/2023
Jane Street Group LLC12,572$372 12/31/2023
     DWLD12,572$372 12/31/2023
Bank of New York Mellon Corp12,399$367 12/31/2023
     DWLD12,399$367 12/31/2023
Advisor Group Holdings Inc.9,519$282 12/31/2023
     DWLD9,519$282 12/31/2023
Diligent Investors LLC9,502$281 12/31/2023
     DWLD9,502$281 12/31/2023
Creative Planning8,503$252 12/31/2023
     DWLD8,503$252 12/31/2023
Cambridge Investment Research Advisors Inc.8,063$239 12/31/2023
     DWLD8,063$239 12/31/2023
Orion Portfolio Solutions LLC7,751$229 12/31/2023
     DWLD7,751$229 12/31/2023
Advisor Resource Council7,457$221 12/31/2023
     DWLD7,457$221 12/31/2023
Geneos Wealth Management Inc.4,000$118 12/31/2023
     DWLD4,000$118 12/31/2023
Comerica Bank2,122$63 12/31/2023
     DWLD2,122$63 12/31/2023
AdvisorNet Financial Inc1,797$58 03/31/2024
     DWLD1,797$58 03/31/2024
CWM LLC1,315$43 03/31/2024
     DWLD1,315$43 03/31/2024
Private Trust Co. NA600$18 12/31/2023
     DWLD600$18 12/31/2023
Sittner & Nelson LLC421$12 12/31/2023
     DWLD421$12 12/31/2023
Rockbridge Investment Management LCC96$3 12/31/2023
     DWLD96$3 12/31/2023
Wells Fargo & Company MN72$2 12/31/2023
     DWLD72$2 12/31/2023
Proequities Inc.0$0 12/31/2023
     DWLD0$0 12/31/2023

See Summary: Institutional Holders of DWLD
See Details: Top 10 Hedge Funds Holding DWLD
Also See: DWLD Holdings Changes

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