# EDGAR Filing Document

**Accession Number:** 0001396092
**File Stem:** 0001999371-25-012360
**Filing Date:** 2025-9
**Character Count:** 6041
**Document Hash:** c97be4d5aeab2a5e1e19b0ea4183071f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001999371-25-012360.hdr.sgml**: 20250902

**ACCESSION NUMBER**: 0001999371-25-012360

**CONFORMED SUBMISSION TYPE**: DEFA14A

**PUBLIC DOCUMENT COUNT**: 3

**FILED AS OF DATE**: 20250902

**DATE AS OF CHANGE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** World Funds Trust
- **CENTRAL INDEX KEY:** 0001396092

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0930

**FILING VALUES:**
- **FORM TYPE:** DEFA14A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 811-22172
- **FILM NUMBER:** 251282333

**BUSINESS ADDRESS:**
- **STREET 1:** 8730 STONY POINT PARKWAY
- **STREET 2:** SUITE 205
- **CITY:** RICHMOND
- **STATE:** VA
- **ZIP:** 23235
- **BUSINESS PHONE:** 804-267-7400

**MAIL ADDRESS:**
- **STREET 1:** 8730 STONY POINT PARKWAY
- **STREET 2:** SUITE 205
- **CITY:** RICHMOND
- **STATE:** VA
- **ZIP:** 23235

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Abacus World Funds Trust
- **DATE OF NAME CHANGE:** 20070410

## Series and Classes Contracts Data

### LDR Real Estate Value-Opportunity Fund (Series ID: S000046323)

| Class ID   | Class Name           | Ticker Symbol   |
|:---|:---|:---|
| C000144756 | Institutional Shares | HLRRX           |
| C000144757 | Platform Shares      | HLPPX           |
| C000190954 | Z SHARES             | HLZZX           |

**File Nos. 333-148723 and 811-22172**

**SCHEDULE 14A INFORMATION**

**Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934**

Filed by the Registrant 🗹<br> Filed by a Party other than the Registrant □

Check the appropriate box:

☐ Preliminary Proxy Statement

☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2))

☐ Definitive Proxy Statement

☒ Definitive Additional Materials

☐ 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):

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| ☐ | Fee computed on table below per Exchange Act Rules 14a-6(i)(1) and 0-11. | Fee computed on table below per Exchange Act Rules 14a-6(i)(1) and 0-11. |
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|  | 2) | Aggregate number of securities to which transaction applies: |
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☐ Fee paid previously with preliminary materials.

☐ 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.

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From Larry Raiman, Managing Principal, LDR Capital Management

Portfolio Manager LDR Real Estate Value Opportunity Fund

Subject: Approval of AACA as Sub-Adviser Proxy Vote

We are seeking to merge the LDR Capital Management Real Estate Value-Opportunity Fund (HLRRX) with the Altegris/AACA Opportunistic Real Estate Fund (RAAIX), you should have received a proxy solicitation to approve AACA as sub-adviser in connection with the transaction in which the World Funds Trust's Board has approved. If approved, we believe merger will accomplish these very important goals and should pave the way for a very successful Fund going forward:

&nbsp;&nbsp;&nbsp;&nbsp;· The combined fund will be over 4x larger in size for more
operating efficiency

&nbsp;&nbsp;&nbsp;&nbsp;· Fees and expenses will be lowered over 100 bps to a cap
of 1.55%

&nbsp;&nbsp;&nbsp;&nbsp;· 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.

&nbsp;&nbsp;&nbsp;&nbsp;· We will continue as Advisor and manage the Fund as before.
 Importantly, Burl East will join the investment team as a sub-advisor.

As you know, LDR Capital Management and REMS Capital Management have been managing the Fund since December 2002. Since the fund inception of Dec 2002, cumulative returns have been 457.6% and annualized returns have been 7.9%. We have spoken with or visited many of you and continuously share our thoughts on a quarterly basis. We continue to maintain a deep enthusiasm for creating value in the real estate securities arena. You may 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.

We will continue to advise the Fund as before, with Burl East from AACA serving as subadvisor. Burl East and I have known each other since we worked together on the Simon Properties IPO in 1993. Burl's career mirrors mine on the 'sell side' with Kemper Securities and Wachovia Securities. Similarly, Burl launched AACA within months of when I started LDR Capital Management. We are eagerly anticipating working together to create value for you, our trusted shareholders. We share a similar philosophy and background and believe the Fund's investment process will incorporate a seasoned and symbiotic work relationship with excellent idea generation, underwriting and risk management.

Burl 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 the proposal to approve AACA as Sub-Adviser for the Fund using the proxy card, or by calling 1-800-864-1460 and quickly voting by voice.

*Please feel free to reach out directly to me;* lraiman@ldrcapitalmgmt.com or 646-927-5801