Applied Finance Dividend Fund

Applied Finance Dividend Fund is a registered fund series of World Funds Trust (series S000049058). Net assets $30.6M as of 2026-04-30.

Profile

Advisers

Top holdings (39 reported)

Showing 15 of 39 holdings by value.

HoldingTickerValue% of fund
CISCO SYSTEMS$990K324.16%
Default$967K316.42%
TARGET CORP$908K297.20%
STATE ST CORP$906K296.52%
OMEGA HEALTHCARE$890K291.13%
Default$875K286.28%
Default$869K284.27%
CHEVRON CORP$865K283.24%
PNC FINANCIAL SE$860K281.49%
JOHNSON&JOHNSON$856K280.06%
TRAVELERS COS IN$839K274.43%
VERIZON COMMUNIC$831K272.09%
Default$830K271.58%
NOVARTIS AG-ADR$823K269.47%
PACCAR INC$817K267.26%

Net asset history

Report dateNet assets
2026-04-30$30.6M
2026-01-31$27.5M
2025-10-31$26.0M
2025-07-31$26.7M
2025-04-30$25.3M
2025-01-31$27.3M
2024-10-31$28.0M
2024-07-31$28.1M

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