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Holdings (Monthly) Guide ↗

Philotimo Focused Growth & Income

· World Funds Trust
Monthly Holdings $138M AUM 49 positions Period Jun 2026 Filed Aug 26, 2026 EDGAR ↗ ← All Funds
All 7 New 9 Added 5 Reduced 7 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Default 20464U100 Mar 2026 1,000,351 — $12.3M +68.7% 8.95% EC
2 Default M0854Q105 Mar 2026 1,200,000 — $10.6M +32.9% 7.70% EC
3 Default 06777U200 Mar 2026 750,428 — $9.4M +42.2% 6.84% EC
4 ENTRAVISION CO-A 29382R107 Jun 2026 700,137 NEW $9.1M — 6.62% EC
5 Default 00175J107 Mar 2026 3,923,656 -76,344 $8.9M +11.3% 6.49% EC
6 Default 419596101 Mar 2026 280,000 +279,719 $7.1M +120009.3% 5.18% EC
7 Default 04035M102 Jun 2026 813,527 NEW $6.8M — 4.97% EC
8 IMMERSION CORP 452521107 Mar 2026 1,000,000 +300,000 $6.8M +77.1% 4.91% EC
9 Default 83001C108 Mar 2026 280,683 — $6.0M +20.0% 4.34% EC
10 The RealReal, Inc. 88339P101 Mar 2026 500,535 — $5.9M +29.8% 4.28% EC
11 Default 45782N108 Mar 2026 700,000 — $5.8M +15.7% 4.19% EC
12 Default 36162J106 Jun 2026 170,327 NEW $5.0M — 3.65% EC
13 Default 67072T108 Mar 2026 646,732 +136,813 $5.0M +29.4% 3.60% EC
14 Default 98422X101 Mar 2026 650,812 +139,911 $4.5M +46.4% 3.27% EC
15 Default 67071B108 Mar 2026 499,750 +183,250 $4.2M +78.4% 3.06% EC
16 Default N/A Jun 2022 536,715 -671,235 $3.3M +194.2% 2.41% EC
17 Default 26433C105 Mar 2026 221,564 — $3.3M +2.8% 2.38% EC
18 Default 27828H105 Mar 2026 249,941 +20,716 $2.3M +8.1% 1.70% EC
19 Default 34988V106 Mar 2026 568,980 +138,082 $2.3M +22.6% 1.65% EC
20 Default 34988VAE6 Mar 2026 2,256,119 — $2.1M +4.4% 1.54% DBT
21 Default 56624R108 Mar 2026 1,300,388 — $2.1M +3.9% 1.52% EC
22 Default 98955K104 Mar 2026 1,203,447 +953,447 $2.0M +570.6% 1.42% EC
23 Default 30767EAE9 Mar 2026 1,500,000 — $1.6M +0.3% 1.14% DBT
24 Default 60934N104 Mar 2026 1,523,618 -3,083,318 $1.5M -66.9% 1.11% STIV
25 Default N/A Jun 2022 1,725,750 NEW $1.5M — 1.09% EC
26 Default 64190A103 Jun 2026 442,304 NEW $1.3M — 0.97% EC
27 DATA I/O CORP 237690102 Jun 2022 327,401 — $1.3M +55.7% 0.94% EC
28 Default 06368L5Q5 Mar 2026 1,000,000 — $1.0M +2.2% 0.76% DBT
29 Default 744320BP6 Mar 2026 1,000,000 — $1.0M +1.1% 0.75% DBT
30 Default 63905A200 Mar 2026 451,962 +10,000 $836K -38.0% 0.61% EC
31 Default 88338K103 Jun 2022 393,975 — $792K +12.9% 0.57% EC
32 Default 00175J206 Mar 2026 19,414 -4,719 $469K -22.2% 0.34% EP
33 Default 17329QB41 Mar 2026 400,000 — $323K -9.5% 0.23% DBT
34 Default 17327TC95 Mar 2026 300,000 — $272K +4.7% 0.20% DBT
35 Default 17328YRF3 Jun 2022 273,000 — $239K +10.8% 0.17% DBT
36 Default 17328YU69 Jun 2026 150,000 NEW $113K — 0.08% DBT
37 Default 17329QUK4 Mar 2026 130,000 — $109K +8.8% 0.08% DBT
38 Default 96810C200 Mar 2026 83,225 — $72K -10.4% 0.05% EC
39 Default 17328WRC4 Mar 2026 84,000 — $67K +8.3% 0.05% DBT
40 Default 61760QFV1 Jun 2022 95,000 — $62K -0.9% 0.04% DBT
41 Default 17329QSV3 Jun 2026 40,000 NEW $31K — 0.02% DBT
42 Default 54738L109 Mar 2026 923 -318,381 $15K -99.7% 0.01% EC
✕ Default 320551104 — 792,368 SOLD $4.4M — — —
✕ Default 70614W100 — 1,000,000 SOLD $4.3M — — —
✕ Default 85256A109 — 665,435 SOLD $4.2M — — —
✕ Default 638612AJ0 — 2,975,000 SOLD $3.0M — — —
✕ Default 68236X100 — 878,231 SOLD $2.7M — — —
✕ Default 172967PM7 — 1,350,000 SOLD $1.4M — — —
✕ Default 020002AU5 — 1,000,000 SOLD $1.0M — — —