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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 40 of 41  ·  804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ESS ESSEX PPTY TR INC Real Estate 913.0 $221K 0.00% +10.0 +1.1% $241.94 +11.4%
782 EIM EATON VANCE MUN BD FD Financial Services 22,279.0 $218K 0.00% +4K +21.4% $9.77 -0.4%
783 SOLV SOLVENTUM CORP Healthcare 3,329.0 $217K 0.00% +250.0 +8.1% $65.30 +14.1%
784 BSJQ INVESCO EXCH TRD SLF IDX FD 9,254.0 $214K 0.00% +111.0 +1.2% $23.17 -0.4%
785 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 19,392.0 $214K 0.00% +695.0 +3.7% $11.02 +0.1%
786 SJT SAN JUAN BASIN RTY TR Energy 44,316.0 $213K 0.00% +1K +2.3% $4.80 -12.3%
787 CHW CALAMOS GBL DYN INCOME FUND Financial Services 29,066.0 $211K 0.00% +593.0 +2.1% $7.26 +18.2%
788 ARDC ARES DYNAMIC CR ALLOCATION F Financial Services 17,058.0 $207K 0.00% +4K +32.4% $12.16 +4.1%
789 GHC GRAHAM HLDGS CO Consumer Defensive 194.0 $205K 0.00% +1.0 +0.5% $1057.26 +4.5%
790 RITM RITHM CAPITAL CORP Real Estate 19,240.0 $182K 0.00% +4K +22.8% $9.48 -3.4%
791 IFN ABERDEEN INDIA FD INC Financial Services 14,946.0 $169K 0.00% +3K +28.0% $11.32 +2.9%
792 JOBY JOBY AVIATION INC Industrials 19,178.0 $158K 0.00% +6K +50.9% $8.26 +25.4%
793 JTEK J P MORGAN EXCHANGE TRADED F 1,981.0 $158K 0.00% +348.0 +21.3% $79.54 +27.4%
794 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 17,292.0 $150K 0.00% +1K +8.3% $8.66 +6.9%
795 HIMX HIMAX TECHNOLOGIES INC Technology 18,065.0 $142K 0.00% +2K +11.5% $7.87 +132.0%
796 FUND SPROTT FOCUS TR INC Financial Services 11,197.0 $107K 0.00% +163.0 +1.5% $9.54 +6.8%
797 NVTS NAVITAS SEMICONDUCTOR CORP Technology 11,216.0 $98K 0.00% +158.0 +1.4% $8.77 +131.2%
798 BBAI BIGBEAR AI HLDGS INC Technology 26,189.0 $92K 0.00% +226.0 +0.9% $3.52 +11.6%
799 LYG LLOYDS BANKING GROUP PLC Financial Services 12,423.0 $62K +2K +20.8% $5.03 +2.4%
800 PLUG PLUG PWR INC Industrials 23,301.0 $53K +250.0 +1.1% $2.26 +57.1%
Page 40 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%