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Portfolio (Quarterly) Guide ↗

Waverly Advisors, LLC

· CIK 0001568787
13F Portfolio $13.4B AUM 1,711 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 207 New 804 Added 410 Reduced 64 Exited
Page 39 of 41  ·  804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 FRME FIRST MERCHANTS CORP Financial Services 6,842.0 $265K 0.00% +58.0 +0.8% $38.73 +1.7%
762 VIS VANGUARD WORLD FD 845.0 $264K 0.00% +74.0 +9.6% $312.29 +6.9%
763 XYL XYLEM INC Industrials 2,191.0 $262K 0.00% +187.0 +9.3% $119.50 -9.4%
764 RFMZ RIVERNORTH FLEXIBLE MUNI INC Financial Services 20,506.0 $259K 0.00% +1K +6.9% $12.65 +4.3%
765 SMDV PROSHARES TR 3,749.0 $258K 0.00% +97.0 +2.7% $68.79 +3.3%
766 SPUT INNOVATOR ETFS TRUST 9,732.0 $258K 0.00% +7K +308.4% $26.49 +6.9%
767 BBEU J P MORGAN EXCHANGE TRADED F 3,516.0 $255K 0.00% +3K +424.0% $72.41 +4.9%
768 ACA ARCOSA INC Industrials 2,391.0 $254K 0.00% +19.0 +0.8% $106.14 +16.2%
769 VLYPN VALLEY NATL BANCORP Financial Services 20,546.0 $252K 0.00% +1K +5.8% $12.28 +111.3%
770 CHWY CHEWY INC Consumer Cyclical 9,254.0 $250K 0.00% +826.0 +9.8% $27.00 -21.7%
771 BOE BLACKROCK ENHANCED GLOBAL Financial Services 22,673.0 $248K 0.00% +3K +15.6% $10.96 +5.7%
772 MAIN MAIN STR CAP CORP Financial Services 4,650.0 $246K 0.00% +1K +31.3% $52.96 -5.7%
773 DWAS INVESCO EXCH TRADED FD TR II 2,488.0 $245K 0.00% +31.0 +1.3% $98.47 +13.7%
774 KVUE KENVUE INC Consumer Defensive 14,099.0 $243K 0.00% +2K +15.6% $17.24 -0.1%
775 JCPB J P MORGAN EXCHANGE TRADED F 5,151.0 $242K 0.00% +754.0 +17.1% $47.08 -1.2%
776 TWLO TWILIO INC Communication Services 1,877.0 $236K 0.00% +11.0 +0.6% $125.82 +54.8%
777 WSBC WESBANCO INC Financial Services 6,816.0 $235K 0.00% +169.0 +2.5% $34.49 -3.5%
778 BC BRUNSWICK CORP Consumer Cyclical 3,184.0 $232K 0.00% +260.0 +8.9% $72.76 +7.1%
779 EPR EPR PPTYS Real Estate 4,506.0 $225K 0.00% +340.0 +8.2% $49.96 +15.9%
780 VTRS VIATRIS INC Healthcare 16,513.0 $223K 0.00% +3K +23.7% $13.51 +22.9%
Page 39 of 41  ·  804 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.9%
Financial Services 18.4%
Industrials 9.5%
Healthcare 8.9%
Consumer Cyclical 7.9%
Communication Services 7.7%
Energy 7.0%
Consumer Defensive 6.8%
Utilities 3.0%
Basic Materials 2.5%