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 41 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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Davis Selected Advisers | 1,953,004 | $57,848 | 12/31/2023 |
DWLD | 1,953,004 | $57,848 | 12/31/2023 |
Morgan Stanley | 1,456,757 | $43,149 | 12/31/2023 |
DWLD | 1,456,757 | $43,149 | 12/31/2023 |
Royal Bank of Canada | 489,999 | $14,514 | 12/31/2023 |
DWLD | 489,999 | $14,514 | 12/31/2023 |
Stifel Financial Corp | 224,542 | $6,651 | 12/31/2023 |
DWLD | 224,542 | $6,651 | 12/31/2023 |
UBS Group AG | 149,614 | $4,432 | 12/31/2023 |
DWLD | 149,614 | $4,432 | 12/31/2023 |
LPL Financial LLC | 112,526 | $3,333 | 12/31/2023 |
DWLD | 112,526 | $3,333 | 12/31/2023 |
Southeast Asset Advisors Inc. | 98,110 | $2,906 | 12/31/2023 |
DWLD | 98,110 | $2,906 | 12/31/2023 |
Commonwealth Equity Services LLC | 90,687 | $2,686 | 12/31/2023 |
DWLD | 90,687 | $2,686 | 12/31/2023 |
Bank of America Corp DE | 68,956 | $2,042 | 12/31/2023 |
DWLD | 68,956 | $2,042 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 60,242 | $1,784 | 12/31/2023 |
DWLD | 60,242 | $1,784 | 12/31/2023 |
Lunt Capital Management Inc. | 59,902 | $1,774 | 12/31/2023 |
DWLD | 59,902 | $1,774 | 12/31/2023 |
Envestnet Asset Management Inc. | 59,614 | $1,766 | 12/31/2023 |
DWLD | 59,614 | $1,766 | 12/31/2023 |
Rockefeller Capital Management L.P. | 59,436 | $1,761 | 12/31/2023 |
DWLD | 59,436 | $1,761 | 12/31/2023 |
Captrust Financial Advisors | 58,177 | $1,723 | 12/31/2023 |
DWLD | 58,177 | $1,723 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 56,896 | $1,685 | 12/31/2023 |
DWLD | 56,896 | $1,685 | 12/31/2023 |
DAVENPORT & Co LLC | 43,208 | $1,280 | 12/31/2023 |
DWLD | 43,208 | $1,280 | 12/31/2023 |
D.A. Davidson & CO. | 41,440 | $1,227 | 12/31/2023 |
DWLD | 41,440 | $1,227 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 30,637 | $907 | 12/31/2023 |
DWLD | 30,637 | $907 | 12/31/2023 |
Stratos Wealth Partners LTD. | 27,556 | $895 | 03/31/2024 |
DWLD | 27,556 | $895 | 03/31/2024 |
Cetera Advisor Networks LLC | 25,579 | $758 | 12/31/2023 |
DWLD | 25,579 | $758 | 12/31/2023 |
Truist Financial Corp | 18,425 | $546 | 12/31/2023 |
DWLD | 18,425 | $546 | 12/31/2023 |
Scissortail Wealth Management LLC | 18,120 | $538 | 12/31/2023 |
DWLD | 18,120 | $538 | 12/31/2023 |
Private Advisor Group LLC | 16,627 | $492 | 12/31/2023 |
DWLD | 16,627 | $492 | 12/31/2023 |
Raymond James & Associates | 16,394 | $486 | 12/31/2023 |
DWLD | 16,394 | $486 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 15,484 | $459 | 12/31/2023 |
DWLD | 15,484 | $459 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 15,243 | $451 | 12/31/2023 |
DWLD | 15,243 | $451 | 12/31/2023 |
Jane Street Group LLC | 12,572 | $372 | 12/31/2023 |
DWLD | 12,572 | $372 | 12/31/2023 |
Bank of New York Mellon Corp | 12,399 | $367 | 12/31/2023 |
DWLD | 12,399 | $367 | 12/31/2023 |
Advisor Group Holdings Inc. | 9,519 | $282 | 12/31/2023 |
DWLD | 9,519 | $282 | 12/31/2023 |
Diligent Investors LLC | 9,502 | $281 | 12/31/2023 |
DWLD | 9,502 | $281 | 12/31/2023 |
Creative Planning | 8,503 | $252 | 12/31/2023 |
DWLD | 8,503 | $252 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 8,063 | $239 | 12/31/2023 |
DWLD | 8,063 | $239 | 12/31/2023 |
Orion Portfolio Solutions LLC | 7,751 | $229 | 12/31/2023 |
DWLD | 7,751 | $229 | 12/31/2023 |
Geneos Wealth Management Inc. | 4,000 | $118 | 12/31/2023 |
DWLD | 4,000 | $118 | 12/31/2023 |
Comerica Bank | 2,122 | $63 | 12/31/2023 |
DWLD | 2,122 | $63 | 12/31/2023 |
AdvisorNet Financial Inc | 1,797 | $58 | 03/31/2024 |
DWLD | 1,797 | $58 | 03/31/2024 |
CWM LLC | 1,315 | $43 | 03/31/2024 |
DWLD | 1,315 | $43 | 03/31/2024 |
Private Trust Co. NA | 600 | $18 | 12/31/2023 |
DWLD | 600 | $18 | 12/31/2023 |
Sittner & Nelson LLC | 421 | $12 | 12/31/2023 |
DWLD | 421 | $12 | 12/31/2023 |
Rockbridge Investment Management LCC | 96 | $3 | 12/31/2023 |
DWLD | 96 | $3 | 12/31/2023 |
Wells Fargo & Company MN | 72 | $2 | 12/31/2023 |
DWLD | 72 | $2 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
DWLD | 0 | $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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