WA
ECF

Waverly Advisors’s Ellsworth Growth & Income Fund ECF Stock Holding History

Waverly Advisors’s Portfolio ECF Stock Details ECF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$435K Buy
42,423
+138
+0.3% +$1.42K ﹤0.01% 839
2025
Q1 		$384K Sell
42,285
-2,053
-5% -$18.6K ﹤0.01% 849
2024
Q4 		$430K Buy
+44,338
New +$430K 0.01% 717