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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 77 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 PSBD PALMER SQUARE CAPITAL BDC IN Financial Services 12,688.0 $124K 0.00% $9.77 +10.9%
1522 AEGON LTD 16,890.0 $123K 0.00% -588.0 -3.4% $7.26
1523 WEN WENDYS CO Consumer Cyclical 17,602.0 $122K 0.00% -2K -9.8% $6.95 +16.7%
1524 IGD VOYA GLBL EQTY DIV & PREM OP Financial Services 21,200.0 $121K 0.00% NEW $5.70 +5.3%
1525 ITUB ITAU UNIBANCO HLDG S A Financial Services 14,070.0 $118K 0.00% $8.38 -3.3%
1526 RSPF INVESCO EXCHANGE TRADED FD T 1,625.0 $116K 0.00% $71.39 +4.8%
1527 MFM MFS MUN INCOME TR Financial Services 21,318.0 $115K 0.00% $5.39 +0.6%
1528 CCC CCC INTELLIGENT SOLUTIONS HL Technology 18,003.0 $108K 0.00% NEW $6.00 -28.0%
1529 FUND SPROTT FOCUS TR INC Financial Services 11,197.0 $107K 0.00% +163.0 +1.5% $9.54 +8.6%
1530 INNOVATOR ETFS TRUST 5,498.0 $103K 0.00% NEW $18.77
1531 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 12,320.0 $102K 0.00% -788.0 -6.0% $8.25 -1.5%
1532 EWG ISHARES INC 2,520.0 $100K 0.00% -14.0 -0.6% $39.67 +4.3%
1533 SPHY SPDR SERIES TRUST 4,246.0 $99K 0.00% NEW $23.32 -0.1%
1534 PCT PURECYCLE TECHNOLOGIES INC Industrials 19,074.0 $99K 0.00% NEW $5.19 +138.7%
1535 NVTS NAVITAS SEMICONDUCTOR CORP Technology 11,216.0 $98K 0.00% +158.0 +1.4% $8.77 +154.5%
1536 PUTNAM ETF TRUST 10,494.0 $94K 0.00% $8.97
1537 USHY ISHARES TR 2,536.0 $93K 0.00% $36.84 -0.1%
1538 BBAI BIGBEAR AI HLDGS INC Technology 26,189.0 $92K 0.00% +226.0 +0.9% $3.52 +15.9%
1539 FYLD CAMBRIA ETF TR 2,463.0 $92K 0.00% NEW $37.33 +3.4%
1540 MCHI ISHARES TR 1,562.0 $88K 0.00% -40K -96.3% $56.17 +0.8%
Page 77 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%