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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 17 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 XBI SPDR SERIES TRUST 2,719.0 $347K 0.00% -203.0 -7.0% $127.71 +2.3%
322 EEMA ISHARES INC 3,623.0 $347K 0.00% -7K -67.0% $95.74 +16.9%
323 EWA ISHARES INC 12,494.0 $347K 0.00% -1K -7.6% $27.76 +3.5%
324 DTD WISDOMTREE TR 3,902.0 $337K 0.00% -95.0 -2.4% $86.37 +5.7%
325 BPOP POPULAR INC Financial Services 2,459.0 $330K 0.00% -40.0 -1.6% $134.17 +7.4%
326 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,127.0 $327K 0.00% -44.0 -3.8% $290.58 -14.8%
327 HYBX TCW ETF TRUST 10,801.0 $320K 0.00% -23K -67.7% $29.67 +0.8%
328 RTO RENTOKIL INITIAL PLC Industrials 10,170.0 $320K 0.00% -1K -11.9% $31.48 +2.2%
329 AMG AFFILIATED MANAGERS GROUP Financial Services 1,149.0 $318K 0.00% -6.0 -0.5% $276.70 +6.2%
330 MGA MAGNA INTL INC Consumer Cyclical 5,601.0 $313K 0.00% -1K -17.1% $55.81 +13.5%
331 NEBIUS GROUP N.V. 2,944.0 $305K 0.00% -437.0 -12.9% $103.76
332 NATWEST GROUP PLC 20,170.0 $301K 0.00% -10K -33.2% $14.90
333 DJUN FIRST TR EXCHNG TRADED FD VI 6,387.0 $300K 0.00% -300.0 -4.5% $47.04 +4.0%
334 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,823.0 $300K 0.00% -282.0 -13.4% $164.80 -5.8%
335 ALLE ALLEGION PLC Industrials 2,067.0 $300K 0.00% -151.0 -6.8% $145.29 -13.5%
336 EHC ENCOMPASS HEALTH CORP Healthcare 3,040.0 $294K 0.00% -261.0 -7.9% $96.72 +10.9%
337 DJUL FIRST TR EXCHNG TRADED FD VI 6,234.0 $291K 0.00% -50.0 -0.8% $46.74 +6.0%
338 PWRD TCW ETF TRUST 2,975.0 $291K 0.00% -200.0 -6.3% $97.77 +14.5%
339 TKO TKO GROUP HOLDINGS INC Communication Services 1,440.0 $290K 0.00% -20.0 -1.4% $201.65 -4.5%
340 BAX BAXTER INTL INC Healthcare 17,212.0 $289K 0.00% -1K -6.2% $16.80 +3.0%
Page 17 of 21  ·  410 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%