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Waverly Advisors’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Waverly Advisors’s Portfolio DJP Stock Details DJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.13M Sell
117,469
-255
-0.2% -$12.2K 0.03% 445
2026
Q1 		$5.67M Buy
117,724
+580
+0.5% +$24.8K 0.04% 382
2025
Q4 		$4.41M Buy
+117,144
New +$4.32M 0.04% 399

Other funds holding DJP

BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Waverly Advisors's DJP Position: Q2 2026 in Review

Waverly Advisors reduced its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) stake by 0.22% in Q2 2026, selling an estimated $12.2K and leaving 117,469 shares worth $5.13M. The position accounts for 0.03% of the portfolio, ranked #445.

Waverly Advisors first reported a position in DJP in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.67M in Q1 2026. 140 funds tracked by Wall St. Rank hold DJP as of Q2 2026.

  • Waverly Advisors held 117,469 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $5.13M as of Q2 2026.
  • Waverly Advisors sold 255 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2026, an estimated $12.2K.
  • iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #445 holding.
  • Waverly Advisors first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $5.67M in Q1 2026.
  • 140 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q2 2026.

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