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Waverly Advisors’s Array Digital Infrastructure AD Stock Holding History

Waverly Advisors’s Portfolio AD Stock Details AD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$776K Buy
21,411
+2,037
+11% +$96.8K ﹤0.01% 979
2026
Q1 		$894K Hold
19,374
– – 0.01% 862
2025
Q4 		$1.04M Buy
+19,374
New +$956K 0.01% 749

Other funds holding AD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Waverly Advisors's AD Position: Q2 2026 in Review

Waverly Advisors increased its Array Digital Infrastructure (AD) stake by 11% in Q2 2026, buying an estimated $96.8K and bringing the position to 21,411 shares worth $776K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

Waverly Advisors first reported a position in AD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.04M in Q4 2025. 138 funds tracked by Wall St. Rank hold AD as of Q2 2026.

  • Waverly Advisors held 21,411 shares of Array Digital Infrastructure worth $776K as of Q2 2026.
  • Waverly Advisors bought 2,037 Array Digital Infrastructure shares in Q2 2026, an estimated $96.8K.
  • Array Digital Infrastructure made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #979 holding.
  • Waverly Advisors first reported a position in Array Digital Infrastructure in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Array Digital Infrastructure position peaked at $1.04M in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Array Digital Infrastructure as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.