Waverly Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Waverly Advisors’s Portfolio HYD Stock Details HYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$672K	Buy	13,047 +294	+2%	+$15K	﹤0.01%	1040
2026 Q1	$639K	Sell	12,753 -892	-7%	-$45.5K	﹤0.01%	970
2025 Q4	$698K	Sell	13,645 -1,248	-8%	-$63.6K	0.01%	880
2025 Q3	$758K	Sell	14,893 -5,445	-27%	-$271K	0.01%	715
2025 Q2	$1.02M	Buy	20,338 +5,375	+36%	+$268K	0.01%	614
2025 Q1	$766K	Sell	14,963 -285	-2%	-$14.8K	0.01%	666
2024 Q4	$792K	Sell	15,248 -2,600	-15%	-$136K	0.01%	573
2024 Q3	$947K	Sell	17,848 -340	-2%	-$17.8K	0.02%	456
2024 Q2	$939K	Sell	18,188 -920	-5%	-$47.5K	0.02%	440
2024 Q1	$999K	Buy	+19,108	New	+$986K	0.02%	369

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Waverly Advisors's HYD Position: Q2 2026 in Review

Waverly Advisors increased its VanEck High Yield Muni ETF (HYD) stake by 2.3% in Q2 2026, buying an estimated $15K and bringing the position to 13,047 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Waverly Advisors first reported a position in HYD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.02M in Q2 2025. 369 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Waverly Advisors held 13,047 shares of VanEck High Yield Muni ETF worth $672K as of Q2 2026.
Waverly Advisors bought 294 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $15K.
VanEck High Yield Muni ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1040 holding.
Waverly Advisors first reported a position in VanEck High Yield Muni ETF in Q1 2024 and has held it in 10 quarters since.
Waverly Advisors's VanEck High Yield Muni ETF position peaked at $1.02M in Q2 2025.
369 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

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