World Investment Advisors

CIK 0001652594 · Q1 2026

13F Equity AUM

$6.2B

-0.6% QoQ

Positions

1,554

+36 QoQ

AUM Rank

#885

Top 7%

Skill Alpha (FF)

-0.6%/yr^ns

No Clear Edge

Rank #3,125 · Top 38%

vs S&P -6.8%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 10.5%Top 10: 16.6%Top 20: 25.5%

AAPL3.6%

VOO2.3%

MSFT1.7%

BSV1.5%

SPYM1.4%

NVDA1.4%

AMZN1.3%

GOOGL1.3%

JPM1.1%

IVV1.1%

Others (1544)83.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services61.4%

Technology12.7%

Healthcare4.4%

Communication Services4.2%

Consumer Cyclical3.9%

Industrials3.5%

Consumer Defensive2.9%

Energy2.2%

Other4.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1554Median: 0.01%Avg: 0.06%

0–0.5%

1518(64.3%)

0.5–1%

26(19.1%)

1–3%

9(13.0%)

3–5%

1(3.6%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 1,392Unique: 162vs 20 funds

18.7%Moderate

1,554

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

24.4%

BANK OF AMERICA CORP /DE/

26%

22.4%

26.8%

19.5%

16.5%

VANGUARD CAPITAL MANAGEMENT LLC

15.2%

GEODE CAPITAL MANAGEMENT, LLC

14.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

16.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New130Increased698Decreased655Exited94

New Positions

RYN0.1%

+339K

BLCR0.1%

+103K

IDEF0.1%

+125K

NMI0.1%

+277K

AZN0.0%

+14K

LMUB0.0%

+36K

TRGP0.0%

+7K

CGGE0.0%

+52K

FT20.0%

+69K

PWB0.0%

+13K

Increased

SCHV1.0%

+996K(+102%)

SCHG0.8%

+796K(+79%)

OTF0.1%

+292K(+212%)

VEA0.9%

+290K(+51%)

IDEV0.5%

+226K(+161%)

GOVT0.1%

+196K(+141%)

BIV1.0%

+147K(+23%)

AVEM0.2%

+131K(+385%)

EMXC0.5%

+126K(+56%)

VLY0.0%

+117K(+142%)

Decreased

REET0.0%

-294,677(-92%)

IVW0.5%

-273,458(-52%)

SMMD0.2%

-160,350(-50%)

SPYM1.4%

-158,033(-12%)

LVHI0.1%

-144,824(-41%)

XETYX0.0%

-134,414(-86%)

IEFA0.5%

-128,168(-26%)

NVDA1.4%

-123,674(-21%)

RIET0.0%

-70,906(-85%)

VWO0.1%

-69,020(-30%)

Exited

-183,905

-151,183

-99,227

-27,098

-4,175

-31,414

-19,670

-3,426

-20,455

-11,172

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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