WA
AD

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
Q1 		$894K Hold
19,374
– – 0.01% 862
2025
Q4 		$1.04M Buy
+19,374
New +$956K 0.01% 749

Other funds holding AD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Waverly Advisors's AD Position: Q1 2026 in Review

Waverly Advisors held its Array Digital Infrastructure (AD) position steady in Q1 2026 at 19,374 shares worth $894K. The position accounts for 0.01% of the portfolio, ranked #862.

Waverly Advisors first reported a position in AD in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.04M in Q4 2025. 147 funds tracked by Wall St. Rank hold AD as of Q1 2026.

  • Waverly Advisors held 19,374 shares of Array Digital Infrastructure worth $894K as of Q1 2026.
  • Waverly Advisors left its Array Digital Infrastructure share count unchanged in Q1 2026.
  • Array Digital Infrastructure made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #862 holding.
  • Waverly Advisors first reported a position in Array Digital Infrastructure in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's Array Digital Infrastructure position peaked at $1.04M in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Array Digital Infrastructure as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.