WA
BDYN

Waverly Advisors’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Waverly Advisors’s Portfolio BDYN Stock Details BDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.1M Buy
473,249
+15,160
+3% +$406K 0.08% 248
2026
Q1 		$11.1M Buy
458,089
+95,522
+26% +$2.45M 0.08% 233
2025
Q4 		$9.29M Buy
362,567
+31,801
+10% +$815K 0.08% 259
2025
Q3 		$8.37M Buy
+330,766
New +$8.35M 0.08% 225

Other funds holding BDYN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

Waverly Advisors's BDYN Position: Q2 2026 in Review

Waverly Advisors increased its iShares Dynamic Equity Active ETF (BDYN) stake by 3.3% in Q2 2026, buying an estimated $406K and bringing the position to 473,249 shares worth $13.1M. The position accounts for 0.08% of the portfolio, ranked #248.

Waverly Advisors first reported a position in BDYN in Q3 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • Waverly Advisors held 473,249 shares of iShares Dynamic Equity Active ETF worth $13.1M as of Q2 2026.
  • Waverly Advisors bought 15,160 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $406K.
  • iShares Dynamic Equity Active ETF made up 0.08% of Waverly Advisors's portfolio in Q2 2026, its #248 holding.
  • Waverly Advisors first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

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