Institutional Ownership Tekla World Healthcare Fund (THW)
This table provides information about the institutional ownership of Tekla World Healthcare Fund (THW). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 6.63 Million shares, which have been reported (via 13F filing form) to have a value of $83.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
47,945
shares
|
$603,148
0.0% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
42,609
shares
|
$536,021
0.07% of portfolio
|
Q2 2021
Added 33.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
41,602
shares
|
$523,353
0.0% of portfolio
|
Q3 2025
Added 3358.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,907
shares
|
$489,450
0.0% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
38,300
shares
|
$481,814
0.0% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
38,210
shares
|
$480,681
0.17% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
33,138
shares
|
$416,876
0.0% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
30,749
shares
|
$386,822
0.01% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
30,100
shares
|
$378,658
0.14% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
29,203
shares
|
$367,373
0.11% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
28,970
shares
|
$364,442
0.01% of portfolio
|
Q3 2025
Reduced 13.06%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
28,453
shares
|
$357,938
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
27,931
shares
|
$351,371
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
27,265
shares
|
$342,993
0.0% of portfolio
|
Q3 2025
Reduced 14.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
24,936
shares
|
$313,694
0.0% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
22,722
shares
|
$285,842
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
22,674
shares
|
$285,238
0.0% of portfolio
|
Q3 2025
Reduced 27.8%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
21,276
shares
|
$267,652
0.02% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
19,972
shares
|
$251,247
0.12% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
19,000
shares
|
$239,020
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
18,585
shares
|
$233,799
0.0% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
15,370
shares
|
$193,354
0.09% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
15,092
shares
|
$189,857
0.02% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
14,333
shares
|
$180,309
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
14,223
shares
|
$178,925
0.01% of portfolio
|
Q3 2025
New holding
|
|