World Funds Trust Files Additional Proxy Materials

TL;DR

World Funds Trust dropped more proxy docs, no fee needed.

AI Summary

World Funds Trust filed a Definitive Additional Materials proxy statement on September 2, 2025, related to its solicitation materials. This filing is in addition to its preliminary proxy statement and concerns securities under file numbers 333-288436 and 811-22172. The filing indicates no fee was required for this submission.

Why It Matters

This filing provides supplemental information to shareholders regarding proxy solicitations, which is crucial for informed voting on corporate matters.

Risk Assessment

Risk Level: low — This is a routine filing of additional proxy materials and does not appear to contain significant new information or proposals that would inherently increase risk.

Key Numbers

• 811-22172 — SEC File Number (Associated with World Funds Trust)
• 333-288436 — SEC File Number (Associated with solicitation materials)
• 20250902 — Filing Date (Date of the DEFA14A filing)

Key Players & Entities

• World Funds Trust (company) — Registrant
• Abacus World Funds Trust (company) — Former Company Name
• 8730 STONY POINT PARKWAY (location) — Business and Mail Address
• RICHMOND, VA (location) — Business and Mail Address City/State
• 23235 (location) — Business and Mail Address Zip Code

FAQ

Filing Documents

• ldr-defa14a_082925.htm (DEFA14A) — 21KB
• practuslogo.jpg (GRAPHIC) — 2KB
• 0001999371-25-012358.txt ( ) — 25KB
• S000046323
• C000144756 (HLRRX)
• C000144757 (HLPPX)
• C000190954 (HLZZX)

From the Filing

DEFINITIVE PROXY SOLICITING MATERIALS File Nos. 333-288436 and 811-22172 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 Filed by the Registrant Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) o Definitive Proxy Statement Definitive Additional Materials o Soliciting Material Pursuant to Sec. 240.14a-12 World Funds Trust (Name of Registrant as Specified in Its Charter) (Name of Person(s) Filing Proxy Statement, if other than Registrant) Payment of Filing Fee (Check the appropriate box): No fee required. o Fee computed on table below per Exchange Act Rules 14a-6(i)(1) and 0-11. 1) Title of each class of securities to which transactions applies: 2) Aggregate number of securities to which transaction applies: 3) Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (Set forth the amount on which the filing fee is calculated and state how it was determined): 4) Proposed maximum aggregate value of transaction: 5) Total fee paid: o Fee paid previously with preliminary materials. o Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identity the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the Form or Schedule and the date of its filing. 1) Amount Previously Paid: 2) Form, Schedule or Registration Statement No.: 3) Filing Party: 4) Date Filed: From Burland East CEO, American Assets Capital Advisors Portfolio Manager Altegris/AACA Opportunistic Real Estate Fund your help. We are merging the Altegris/AACA Opportunistic Real Estate Fund (RAAIX) with the LDR Capital Management Real Estate Value-Opportunity Fund (HLRRX) and you will shortly receive proxy materials regarding this merger. Full materials can be found here: www.OkapiVote.com/Altegris. In summary, if approved, this merger will accomplish these very important goals and should pave the way for a very successful fund going forward: Fund Fees – Management Fees will drop from 130 basis points to 90 basis points annually Tax Loss Carry Forward – The combined fund, as of the date of merger, will have significant tax loss carry forwards. We believe this should offset taxable gains for the foreseeable future. Enhanced investment team with additional analytics and a combined 80 years of experience. As you know, AACA has been RAAIX’s sub advisor since inception in 2013. Over that time, I have spoken with or visited many of you and shared our thoughts and enthusiasm for the opportunities the public markets hold in real estate securities. You also know we do not try to run an ‘index tracking fund’ and instead forge our own way; seeking out undervalued companies and under-appreciated themes. RAAIX won the Best 40 Act Equity Fund at the 2016 U.S. Hedge Fund Performance Awards, so it’s in our makeup to find value and create good returns for our investors. We will continue to sub advise the fund as before, with LDR taking over for Altegris. As many of you know Altegris is closing up shop and we thank them for the more than a decade of joint efforts. LDR will serve as advisor and already advises the fund we are merging with (HLRRX). Larry Raiman, the CEO of LDR and I have known each other since we worked together on the Simon Properties IPO in 1993. Larry’s career mirrors mine on the ‘sell side’ with Donaldson Lufkin Jenrette and then Credit Suisse while I was at Kemper Securities and Wachovia Securities. Larry started LDR within months of when I started AACA. We share a similar philosophy and background and I believe the advisor/sub advisor process for the new fund will create a symbiotic work relationship with excellent idea generation, underwriting and risk management. Larry and I and both our teams have been working behind the scenes for close to a year to assure a smooth transition. We urge you to vote for this merger of the two funds . You may be contacted to vote on this merger if we do not receive your vote. To quickly vote your shares, please contact the Fund’s proxy agent, Okapi Partners, toll-free at (877) 285-5590 or by email at: Altegris@okapipartners.com with your name, address and the direction you would like to vote your shares. Other voting options include: If you have not elected to receive e-delivery communications from your custodian , you will receive a voting form with instructions on how to vote by internet, touch-tone telephone or mail. If you have elected to receive e-delivery communications from your custodian , you will receive an email from the email address of id@proxyvote.com with a custom voting link. Please feel free

View Full Filing

View this DEFA14A filing on SEC EDGAR