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abrdn World Healthcare Fund

THW
Exchange
NYSE
SEC CIK
0001635977

In the last 90 days, abrdn World Healthcare Fund insiders filed 1 open-market purchase and 0 sales; 78 institutions reported holding it in 13F filings for Q2 2026, worth $79.0M in total; no superinvestor holds it.

13F holders, Q4 2024

Institutional positions in abrdn World Healthcare Fund as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
85
+21 vs. Q3 2024
Shares held
4.67M
+50.4K (+1.1%) vs. Q3 2024
Total value
$51.4M
−$764.9K (−1.5%) vs. Q3 2024
New holders
26
19 more added
Sold out
5
22 more reduced

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting THW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2024: 85 institutions
Q1 2021: 54 institutionsQ2 2021: 54 institutionsQ3 2021: 50 institutionsQ4 2021: 56 institutionsQ1 2022: 57 institutionsQ2 2022: 58 institutionsQ3 2022: 63 institutionsQ4 2022: 61 institutionsQ1 2023: 63 institutionsQ2 2023: 69 institutionsQ3 2023: 74 institutionsQ4 2023: 73 institutionsQ1 2024: 66 institutionsQ2 2024: 63 institutionsQ3 2024: 66 institutionsQ4 2024: 85 institutionsQ1 2025: 78 institutionsQ2 2025: 78 institutionsQ3 2025: 79 institutionsQ4 2025: 84 institutionsQ1 2026: 84 institutionsQ2 2026: 78 institutions
Value heldQ4 2024: $51.4M
Q1 2021: $54.6MQ2 2021: $106.4MQ3 2021: $94.2MQ4 2021: $85.5MQ1 2022: $63.6MQ2 2022: $63.6MQ3 2022: $57.5MQ4 2022: $64.8MQ1 2023: $58.9MQ2 2023: $65.5MQ3 2023: $54.7MQ4 2023: $52.6MQ1 2024: $56.3MQ2 2024: $54.4MQ3 2024: $54.7MQ4 2024: $51.4MQ1 2025: $62.6MQ2 2025: $58.2MQ3 2025: $80.7MQ4 2025: $85.4MQ1 2026: $66.7MQ2 2026: $79.0M
Institutions holding THW and their total value by quarter
QuarterHoldersValue
Q2 202678$79.0M
Q1 202684$66.7M
Q4 202584$85.4M
Q3 202579$80.7M
Q2 202578$58.2M
Q1 202578$62.6M
Q4 202485$51.4M
Q3 202466$54.7M
Q2 202463$54.4M
Q1 202466$56.3M
Q4 202373$52.6M
Q3 202374$54.7M
Q2 202369$65.5M
Q1 202363$58.9M
Q4 202261$64.8M
Q3 202263$57.5M
Q2 202258$63.6M
Q1 202257$63.6M
Q4 202156$85.5M
Q3 202150$94.2M
Q2 202154$106.4M
Q1 202154$54.6M

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding abrdn World Healthcare Fund; share changes are against Q3 2024.

Institutions holding THW in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley911,922$10.0M0.00%−15,550−1.7%Reduced
Royal Bank of Canada470,692$5.18M0.00%+10,965+2.4%Added
CoreCap Advisors, LLC299,245$3.29M0.15%−3,220−1.1%Reduced
LPL Financial LLC295,847$3.26M0.00%−3,292−1.1%Reduced
Commonwealth Equity Services, LLC226,978$2.50M0.00%−3,897−1.7%Reduced
Steward Partners Investment Advisory, LLC173,233$1.91M0.02%−18,877−9.8%Reduced
Raymond James Financial Inc158,591$1.75M0.00%+158,591New
UBS Group AG149,511$1.65M0.00%−9,797−6.1%Reduced
Readystate Asset Management LP149,192$1.64M0.07%+149,192New
Wolverine Asset Management LLC146,372$1.61M0.03%+146,372New
IFP Advisors, Inc107,017$1.18M0.04%−3,047−2.8%Reduced
Landscape Capital Management, L.L.C.95,512$1.05M0.11%+95,512New
Cambridge Investment Research Advisors, Inc.92,651$1.02M0.00%−3,607−3.7%Reduced
NewEdge Wealth, LLC86,800$955.7K0.02%00.0%Unchanged
International Assets Investment Management, LLC69,589$771.7K0.06%−613,129−89.8%Reduced
J.W. Cole Advisors, Inc.69,368$763.7K0.03%+19,658+39.5%Added
Samalin Investment Counsel, LLC69,116$761.0K0.33%+6,858+11.0%Added
Advisor Group Holdings, Inc.61,664$679.0K0.00%−4,355−6.6%Reduced
Rockefeller Capital Management L.P.61,548$677.6K0.00%+7,000+12.8%Added
Wealth Quarterback LLC55,540$611.5K0.29%+581+1.1%Added
Cetera Investment Advisers46,719$514.4K0.00%+4,143+9.7%Added
Stifel Financial Corp42,924$472.6K0.00%−3,463−7.5%Reduced
Stockman Wealth Management, Inc.42,609$469.1K0.07%00.0%Unchanged
Kestra Advisory Services, LLC42,065$463.1K0.00%−8,021−16.0%Reduced
Bank of America Corp41,713$459.3K0.00%+2,391+6.1%Added
Janney Montgomery Scott LLC39,214$432.0K0.00%+1,172+3.1%Added
Blair William & Co37,300$410.7K0.00%−793−2.1%Reduced
Almitas Capital LLC34,575$380.7K0.08%+34,575New
Alteri Wealth LLC33,283$366.4K0.10%+33,283New
Kestra Private Wealth Services, LLC31,089$342.3K0.01%+85+0.3%Added
Jane Street Group, LLC29,205$321.5K0.00%+29,205New
Private Advisor Group, LLC29,011$319.4K0.00%−8,391−22.4%Reduced
Wealth Effects LLC26,400$290.7K0.10%−2,300−8.0%Reduced
Principal Securities, Inc.24,869$273.8K0.01%+2,458+11.0%Added
Triumph Capital Management24,264$267.1K0.09%+24,264New
Virtu Financial LLC23,899$263.0K0.01%+23,899New
Envestnet Asset Management Inc23,501$258.7K0.00%+670+2.9%Added
Oppenheimer & Co Inc22,402$246.6K0.00%+52+0.2%Added
Strategic Financial Concepts, LLC21,801$240.0K0.05%+1,200+5.8%Added
Empire Financial Management Company, LLC20,639$227.2K0.07%+865+4.4%Added
Primoris Wealth Advisors, LLC20,377$224.4K0.17%−6,008−22.8%Reduced
Westbourne Investments, Inc.18,529$204.0K0.12%+18,529New
Ameriprise Financial Inc18,316$196.2K0.00%+519+2.9%Added
Kapstone Financial Advisors LLC16,400$196.1K0.10%+5,900+56.2%Added
HRT Financial LP17,208$189.0K0.00%+17,208New
Tradition Wealth Management, LLC16,222$178.6K0.02%−23,153−58.8%Reduced
Kingswood Wealth Advisors, LLC16,000$176.2K0.01%+16,000New
Marex Group plc15,438$170.0K0.00%+15,438New
Ameriflex Group, Inc.13,100$158.0K0.07%+13,100New
GWM Advisors LLC14,277$157.2K0.00%00.0%Unchanged
National Asset Management, Inc.13,931$155.0K0.01%−284−2.0%Reduced
Live Oak Private Wealth LLC13,540$149.1K0.03%00.0%Unchanged
GWN Securities Inc.12,150$145.1K0.04%+12,150New
Sage Capital Management, LLC12,700$139.8K0.07%+500+4.1%Added
Sargent Investment Group, LLC10,000$114.5K0.02%−10,000−50.0%Reduced
The PNC Financial Services Group, Inc.7,250$79.8K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC6,000$66.1K0.00%00.0%Unchanged
Brown Brothers Harriman & Co5,974$65.8K0.00%+5,974New
Elequin Capital LP5,606$61.7K0.01%+5,606New
Future Financial Wealth Managment LLC5,500$60.6K0.04%00.0%Unchanged
Wells Fargo & Company2,715$29.9K0.00%−1,406−34.1%Reduced
Comerica Bank2,062$22.7K0.00%00.0%Unchanged
Curio Wealth, LLC2,000$22.0K0.01%+2,000New
Sugarloaf Wealth Management, LLC1,900$20.9K0.00%00.0%Unchanged
Golden State Wealth Management, LLC1,754$19.3K0.00%+1,754New
Thurston, Springer, Miller, Herd & Titak, Inc.1,370$15.1K0.00%+26+1.9%Added
Jones Financial Companies LLLP1,061$11.7K0.00%+1,061New
US Bancorp1,000$11.0K0.00%00.0%Unchanged
Parallel Advisors, LLC1,000$11.0K0.00%00.0%Unchanged
AlphaMark Advisors, LLC600$7.00K0.00%00.0%Unchanged
Farther Finance Advisors, LLC609$6.71K0.00%−891−59.4%Reduced
Sunbelt Securities, Inc.581$6.42K0.00%+581New
MAI Capital Management507$5.58K0.00%+507New
Sound Income Strategies, LLC500$5.50K0.00%00.0%Unchanged
CWM, LLC444$5.00K0.00%00.0%Unchanged
High Note Wealth, LLC357$3.93K0.00%+357New
Parvin Asset Management, LLC300$3.30K0.00%+300New
AdvisorNet Financial, Inc279$3.07K0.00%+6+2.2%Added
TD Waterhouse Canada Inc.200$2.20K0.00%+200New
Bryn Mawr Trust Co18$1980.00%00.0%Unchanged
Allworth Financial LP14$1650.00%+14New
Creekmur Asset Management LLC10$1110.00%00.0%Unchanged
NBC Securities, Inc.1$110.00%−999−99.9%Reduced
Signaturefd, LLC1$80.00%00.0%Unchanged
BlackRock, Inc.1$80.00%00.0%Unchanged
Vanguard Capital Wealth Advisors0$00.00%−30,000−100.0%Sold out
BLB&B Advisors, LLC0$00.00%−20,000−100.0%Sold out
NWF Advisory Services Inc.0$00.00%−12,400−100.0%Sold out
Wedbush Securities Inc0$00.00%−11,389−100.0%Sold out
Adirondack Trust Co0$00.00%−2,056−100.0%Sold out
Raymond James & Associates––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed