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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 76 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 LIBERTY GLOBAL LTD 14,834.0 $179K 0.00% -2K -11.0% $12.09
1502 DNN DENISON MINES CORP Energy 50,581.0 $179K 0.00% $3.53 -8.2%
1503 UAA UNDER ARMOUR INC Consumer Cyclical 29,893.0 $177K 0.00% -739.0 -2.4% $5.91 -14.8%
1504 BTZ BLACKROCK CR ALLOCATION Financial Services 17,421.0 $176K 0.00% -339.0 -1.9% $10.10 -1.2%
1505 NU NU HLDGS LTD Financial Services 12,150.0 $175K 0.00% -92.0 -0.8% $14.37 -14.5%
1506 ETB EATON VANCE TAX MNGED BUY WR Financial Services 11,910.0 $172K 0.00% NEW $14.42 +4.9%
1507 IFN ABERDEEN INDIA FD INC Financial Services 14,946.0 $169K 0.00% +3K +28.0% $11.32 +2.9%
1508 SETM SPROTT FDS TR 4,957.0 $164K 0.00% NEW $33.08 +6.5%
1509 JOBY JOBY AVIATION INC Industrials 19,178.0 $158K 0.00% +6K +50.9% $8.26 +25.4%
1510 JTEK J P MORGAN EXCHANGE TRADED F 1,981.0 $158K 0.00% +348.0 +21.3% $79.54 +27.4%
1511 SINCLAIR INC 12,165.0 $157K 0.00% NEW $12.94
1512 PDM PIEDMONT REALTY TRUST INC Real Estate 23,217.0 $153K 0.00% NEW $6.57 +19.4%
1513 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 17,292.0 $150K 0.00% +1K +8.3% $8.66 +6.9%
1514 HIMX HIMAX TECHNOLOGIES INC Technology 18,065.0 $142K 0.00% +2K +11.5% $7.87 +132.0%
1515 BGC BGC GROUP INC Financial Services 13,918.0 $136K 0.00% -97.0 -0.7% $9.78 +15.3%
1516 SPDN DIREXION SHARES ETF TRUST 13,664.0 $136K 0.00% NEW $9.95 -11.8%
1517 NMAI NUVEEN MULTI ASSET INCOME FU Financial Services 10,723.0 $133K 0.00% NEW $12.40 +14.4%
1518 PAX PATRIA INVESTMENTS LIMITED Financial Services 10,529.0 $133K 0.00% -5K -30.2% $12.60 -11.2%
1519 SER SERINA THERAPEUTICS INC Healthcare 67,492.0 $131K 0.00% $1.94 -18.0%
1520 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 10,000.0 $124K 0.00% $12.40 +8.1%
Page 76 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%