WA
BIDD

Waverly Advisors’s iShares International Dividend Active ETF BIDD Stock Holding History

Waverly Advisors’s Portfolio BIDD Stock Details BIDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$452K Hold
15,901
– – ﹤0.01% 1128
2025
Q4 		$458K Buy
+15,901
New +$451K ﹤0.01% 1045

Other funds holding BIDD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPP
Vertex Planning Partners Downers Grove, Illinois $515M AUM 14.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

Waverly Advisors's BIDD Position: Q1 2026 in Review

Waverly Advisors held its iShares International Dividend Active ETF (BIDD) position steady in Q1 2026 at 15,901 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Waverly Advisors first reported a position in BIDD in Q4 2025 and has held it in 2 quarters since. The position peaked at $458K in Q4 2025. 87 funds tracked by Wall St. Rank hold BIDD as of Q1 2026.

  • Waverly Advisors held 15,901 shares of iShares International Dividend Active ETF worth $452K as of Q1 2026.
  • Waverly Advisors left its iShares International Dividend Active ETF share count unchanged in Q1 2026.
  • iShares International Dividend Active ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1128 holding.
  • Waverly Advisors first reported a position in iShares International Dividend Active ETF in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's iShares International Dividend Active ETF position peaked at $458K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held iShares International Dividend Active ETF as of Q1 2026.

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