Davis Fundamental ETF Tr (DWLD): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Davis Fundamental ETF Tr (DWLD) following the 2026 Q1 hedge fund 13F filings?

As of today, DWLD has moved -1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -2.7%. Since the quarter end (March 31, 2026), DWLD gained +6.4% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Davis Fundamental ETF Tr (DWLD)

62 + Investors. Track Smart Money conviction in DWLD. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — DWLD

Based on 62 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added DWLD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

62 hedge funds hold DWLD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +32% more funds vs a year ago

fund count last 6Q

+15 new funds entered over the past year (+32% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 65% buying

33 buying18 selling

Last quarter: 33 funds were net buyers (8 opened a brand new position + 25 added to an existing one). Only 18 were sellers (14 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 6 → 8 → 9 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 19% medium ■ 27% new

33 out of 62 hedge funds have held DWLD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~8 new funds/quarter

6 → 6 → 8 → 9 → 8 new funds/Q

New funds entering each quarter: 6 → 8 → 9 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 56% veterans vs 29% newcomers

■ 56% veterans ■ 15% 1-2yr ■ 29% new

Entry-cohort mix of 62 holders: 35 (56%) are 2+ year veterans, 9 entered 1–2 years ago, and 18 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds

13 of 62 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in DWLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	62	58	6.9%
13F Shares	8M	7M	13.61%
Total Value	$359M	$339M	5.84%
New Positions	8	9	-1
Increased Positions	25	25	-
Closed Positions	4	2	+2
Reduced Positions	14	16	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

6.9%

13F Shares

13.61%

Total Value

$359M

$339M

5.84%

New Positions

-1

Increased Positions

Closed Positions

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

62 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DWLD. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 DWLD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Fjell Capital, LLC	9.06%	268,913	$11.8M
2	Melone Private Wealth, LLC	2.19%	122,229	$5.4M
3	Rhodes Investment Advisors Inc /Adv	1.52%	40,161	$1.9M
4	Integrity Wealth Advisors, INC.	1.20%	46,088	$2.0M
5	Heritage Wealth Management, Inc.	0.70%	32,272	$1.4M
6	Lunt Capital Management, Inc.	0.63%	37,437	$1.6M
7	Davis Selected Advisers	0.39%	1,935,585	$84.8M
8	Southeast Asset Advisors, LLC	0.18%	37,620	$1.6M
9	NBZ Investment Advisors LLC	0.09%	4,575	$200K
10	Strategic Blueprint, LLC	0.07%	25,859	$1.1M
11	Diligent Investors, LLC	0.05%	5,020	$220K
12	Birchwood Financial Partners, Inc.	0.04%	985	$43K
13	Cetera Investment Advisers	0.04%	780,871	$34.2M
14	Summit Wealth Group LLC / Co	0.03%	7,316	$321K
15	Capital Investment Advisory Services, LLC	0.03%	8,916	$391K
16	DAVENPORT & Co LLC	0.03%	105,898	$4.6M
17	HighPoint Advisor Group LLC	0.02%	12,538	$549K
18	Benjamin Edwards Inc	0.02%	42,425	$1.9M
19	Stifel Financial Corp	0.01%	347,396	$15.2M
20	Kestra Advisory Services, LLC	0.01%	82,085	$3.6M
21	Geneos Wealth Management Inc.	0.01%	13,216	$579K
22	Baird Financial Group, Inc.	0.01%	178,722	$7.8M
23	Confluence Wealth Services, Inc.	0.01%	6,191	$271K
24	Kingswood Wealth Advisors, LLC	0.01%	4,991	$219K
25	D.A. Davidson & CO.	0.01%	31,881	$1.4M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Davis Fundamental ETF Tr (DWLD)

What does the Smart Money Trend signal show for DWLD?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added DWLD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DWLD?

More buyers than sellers — 65% buying: Last quarter: 33 funds were net buyers (8 opened a brand new position + 25 added to an existing one). Only 18 were sellers (14 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DWLD holders?

Elite ownership — 43% AUM from top-100 funds: 13 of 62 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in DWLD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DWLD?

53% of holders stayed for 2+ years: 33 out of 62 hedge funds have held DWLD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Davis Fundamental ETF Tr (DWLD) following the 2026 Q1 hedge fund 13F filings?

As of today, DWLD has moved -1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -2.7%. Since the quarter end (March 31, 2026), DWLD has gained +6.4% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Davis Fundamental ETF Tr (DWLD)

Smart Money Signals — DWLD

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +32% more funds vs a year ago

More buyers than sellers — 65% buying

Steady new buyers — ~8 new funds per quarter

53% of holders stayed for 2+ years

Steady discovery — ~8 new funds/quarter

Veteran-anchored — 56% veterans vs 29% newcomers

Elite ownership — 43% AUM from top-100 funds

Institutional Sentiment Summary — DWLD

Hedge Fund Ownership: DWLD

Market Analysis: DWLD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DWLD

Is It Too Late to Buy Davis Fundamental ETF Tr (DWLD) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: DWLD

Statistics: DWLD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Davis Fundamental ETF Tr (DWLD)

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