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World Investment Advisors - Q4 2025 13F Filings

WO

World Investment Advisors

CIK: 0001652594
Address: California Santa Barbara 24 E. Cota Street, Suite 200
$5.23 B
Portfolio Value
1449
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 03/12/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+9.22%
$5.19 B 99.30%
Options
-49.05%
$3.67 M 0.07%
Debt
$0 0.00%
Other
-75.07%
$33.06 M 0.63%

Sector Allocation (Stocks)

World Investment Advisors Q4 2025 Filing Summary

World Investment Advisors originally filed its 13F report for Q4 2025 on February 04, 2026. The filing was subsequently amended, with the latest update submitted on March 12, 2026. The portfolio totaled 5.23 B reflecting a +6.85% change from the prior quarter, spanning 1,449 assets. The top 10 holdings comprised 19.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 326 new positions and 105 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for World Investment Advisors’s Q4 2025 Filing

Yes. World Investment Advisors originally filed on 02/04/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 03/12/2026.

In the Q4 2025 filing, World Investment Advisors reported a managed portfolio value of 6.16 B, consisting of 1,468 individual positions.

Multiple filings indicate that World Investment Advisors updated their Q4 2025 report. The initial filing was submitted on 02/04/2026, followed by amendments to correct data or disclose previously confidential holdings.

This page displays the raw filing documents. To see which stocks World Investment Advisors bought or sold during Q4 2025, please visit World Investment Advisors's Portfolio Analysis page.