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Advisors Inner Circle shares owned by Arvest Trust

Quarter-by-quarter ownership of Advisors Inner Circle (WWSYX) shares owned by Arvest Trust from 13F filings

Historical chart of Arvest Trust investment in Advisors Inner Circle

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All positions including Advisors Inner Circle held by Arvest Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Inner Circle by Arvest Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $25M 1.2M 20.80
2025-06-30 $23M 1.2M 19.88
2025-03-31 $22M 1.1M 18.91
2024-12-31 $23M 1.2M 20.25
2024-09-30 $26M 1.2M 22.00

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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
New World CL R-6
Goldman Sachs Etf Tr Activebeta Eme (GEM)
NVIDIA Corporation (NVDA)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Apple (AAPL)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)

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Top funds holding Advisors Inner Circle

Arvest Trust

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