As of 30 Sep 2025, 1 institutional investors reported holding 3,298,314 shares of WORLD FDS TR - APPLIED FIN INST.
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 3,225,212 | $75,695,752 | -$1,715,705 | $23.47 | 1 |
| 2025 Q3 | 3,298,314 | $79,456,419 | -$701,164 | $24.09 | 1 |
| 2025 Q2 | 3,327,420 | $75,499,183 | -$1,627,895 | $22.69 | 1 |
| 2025 Q1 | 3,399,165 | $72,232,272 | -$469,540 | $21.25 | 1 |
| 2024 Q4 | 3,421,261 | $73,557,125 | +$498,263 | $21.50 | 1 |
| 2024 Q3 | 3,398,086 | $78,597,747 | +$129,528 | $23.13 | 1 |
| 2024 Q2 | 3,392,486 | $74,397,247 | -$830,555 | $21.93 | 1 |
| 2024 Q1 | 3,430,359 | $77,800,543 | -$362,154 | $22.68 | 1 |
| 2023 Q4 | 3,446,327 | $71,890,393 | +$344,753 | $20.86 | 1 |
| 2023 Q3 | 3,429,800 | $64,583,146 | +$1,696,037 | $18.83 | 1 |
| 2023 Q2 | 3,339,729 | $64,456,795 | +$2,201,590 | $19.30 | 1 |
| 2023 Q1 | 3,225,657 | $59,255,335 | +$1,995,993 | $18.37 | 1 |
| 2022 Q4 | 3,117,002 | $55,077,000 | +$4,420,788 | $17.67 | 1 |
| 2022 Q3 | 2,866,814 | $46,557,000 | -$1,352,401 | $16.24 | 1 |
| 2022 Q2 | 2,950,090 | $50,240,000 | -$808,924 | $17.03 | 1 |
| 2022 Q1 | 2,997,590 | $58,183,000 | -$438,218 | $19.41 | 1 |
| 2021 Q4 | 3,020,167 | $60,464,000 | +$287,508 | $20.02 | 1 |
| 2021 Q3 | 3,005,806 | $56,599,000 | +$533,620 | $18.83 | 1 |
| 2021 Q2 | 2,977,467 | $55,827,000 | +$900,929 | $18.75 | 1 |
| 2021 Q1 | 2,929,417 | $52,378,000 | -$200,453 | $17.88 | 1 |
| 2020 Q4 | 2,940,628 | $47,139,000 | +$17,809,735 | $16.03 | 1 |
| 2020 Q3 | 1,829,620 | $25,560,000 | -$118,117 | $13.97 | 1 |
| 2020 Q2 | 1,838,075 | $23,546,000 | +$333,205 | $12.81 | 1 |
| 2020 Q1 | 1,812,064 | $19,371,000 | +$189,823 | $10.69 | 1 |
| 2019 Q4 | 1,794,307 | $25,174,000 | -$421,108 | $14.03 | 1 |
| 2019 Q3 | 1,824,322 | $23,661,000 | -$157,881 | $12.97 | 1 |
| 2019 Q2 | 1,836,495 | $23,452,000 | -$1,155,185 | $12.77 | 1 |
| 2019 Q1 | 1,926,956 | $23,644,000 | -$4,108,395 | $12.27 | 1 |
| 2018 Q4 | 2,261,785 | $24,224,000 | +$5,073,986 | $10.71 | 1 |
| 2018 Q3 | 1,788,029 | $22,976,000 | +$1,924,980 | $12.85 | 1 |
| 2018 Q2 | 1,638,224 | $19,544,000 | +$19,544,000 | $11.93 | 1 |