Waverly Advisors’s Aberdeen India Fund IFN Stock Holding History

Waverly Advisors’s Portfolio IFN Stock Details IFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$169K	Buy	14,946 +3,268	+28%	+$43K	﹤0.01%	1507
2025 Q4	$160K	Sell	11,678 -1,116	-9%	-$16.3K	﹤0.01%	1403
2025 Q3	$187K	Buy	12,794 +612	+5%	+$9.46K	﹤0.01%	1224
2025 Q2	$201K	Sell	12,182 -583	-5%	-$9.27K	﹤0.01%	1124
2025 Q1	$201K	Buy	12,765 +1,012	+9%	+$15.8K	﹤0.01%	1051
2024 Q4	$185K	Buy	+11,753	New	+$206K	﹤0.01%	944

Other funds holding IFN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Waverly Advisors's IFN Position: Q1 2026 in Review

Waverly Advisors increased its Aberdeen India Fund (IFN) stake by 28% in Q1 2026, buying an estimated $43K and bringing the position to 14,946 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Waverly Advisors first reported a position in IFN in Q4 2024 and has held it in 6 quarters since. The position peaked at $201K in Q2 2025. 70 funds tracked by Wall St. Rank hold IFN as of Q1 2026.

Waverly Advisors held 14,946 shares of Aberdeen India Fund worth $169K as of Q1 2026.
Waverly Advisors bought 3,268 Aberdeen India Fund shares in Q1 2026, an estimated $43K.
Aberdeen India Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1507 holding.
Waverly Advisors first reported a position in Aberdeen India Fund in Q4 2024 and has held it in 6 quarters since.
Waverly Advisors's Aberdeen India Fund position peaked at $201K in Q2 2025.
70 funds tracked by Wall St. Rank held Aberdeen India Fund as of Q1 2026.

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