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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 74 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 19,392.0 $214K 0.00% +695.0 +3.7% $11.02 +0.3%
1462 CPSN CALAMOS ETF TR 7,960.0 $213K 0.00% $26.77 +2.7%
1463 CPSY CALAMOS ETF TR 8,512.0 $213K 0.00% $25.02 +2.1%
1464 SJT SAN JUAN BASIN RTY TR Energy 44,316.0 $213K 0.00% +1K +2.3% $4.80 -8.5%
1465 XNTK SPDR SERIES TRUST 831.0 $212K 0.00% -72.0 -8.0% $255.39 +30.1%
1466 XONE BONDBLOXX ETF TRUST 4,280.0 $212K 0.00% $49.52 -0.3%
1467 IMMUNITYBIO INC 27,558.0 $211K 0.00% -17K -38.6% $7.67
1468 NTES NETEASE COM INC Technology 1,886.0 $211K 0.00% NEW $111.94 +1.4%
1469 CHW CALAMOS GBL DYN INCOME FUND Financial Services 29,066.0 $211K 0.00% +593.0 +2.1% $7.26 +16.7%
1470 FSCC FEDERATED HERMES ETF TRUST 7,059.0 $210K 0.00% NEW $29.69 +12.7%
1471 MP MP MATERIALS CORP Basic Materials 4,336.0 $209K 0.00% -61.0 -1.4% $48.26 +15.9%
1472 XHB SPDR SERIES TRUST 2,116.0 $209K 0.00% -99.0 -4.5% $98.72 -2.2%
1473 REMX VANECK ETF TRUST 2,367.0 $208K 0.00% NEW $87.99 +7.5%
1474 ARDC ARES DYNAMIC CR ALLOCATION F Financial Services 17,058.0 $207K 0.00% +4K +32.4% $12.16 +4.5%
1475 FGM FIRST TR EXCH TRD ALPHDX FD 3,456.0 $207K 0.00% -705.0 -16.9% $60.02 +8.3%
1476 POWL POWELL INDS INC Industrials 383.0 $207K 0.00% NEW $541.08 -51.7%
1477 WWD WOODWARD INC Industrials 576.0 $206K 0.00% NEW $357.92 -2.1%
1478 SAP SAP SE Technology 1,203.0 $206K 0.00% -668.0 -35.7% $171.21 +0.8%
1479 PARR PAR PAC HOLDINGS INC Energy 3,279.0 $205K 0.00% NEW $62.64 -2.9%
1480 SIMO SILICON MOTION TECHNOLOGY CO Technology 1,829.0 $205K 0.00% NEW $112.29 +116.9%
Page 74 of 81  ·  1,620 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%