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Waverly Advisors’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Waverly Advisors’s Portfolio ISMD Stock Details ISMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$303K Buy
6,068
+721
+13% +$32.8K ﹤0.01% 1409
2026
Q1 		$214K Hold
5,347
– – ﹤0.01% 1460
2025
Q4 		$206K Buy
+5,347
New +$205K ﹤0.01% 1378

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Waverly Advisors's ISMD Position: Q2 2026 in Review

Waverly Advisors increased its Inspire Small/Mid Cap Impact ETF (ISMD) stake by 13% in Q2 2026, buying an estimated $32.8K and bringing the position to 6,068 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Waverly Advisors first reported a position in ISMD in Q4 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold ISMD as of Q2 2026.

  • Waverly Advisors held 6,068 shares of Inspire Small/Mid Cap Impact ETF worth $303K as of Q2 2026.
  • Waverly Advisors bought 721 Inspire Small/Mid Cap Impact ETF shares in Q2 2026, an estimated $32.8K.
  • Inspire Small/Mid Cap Impact ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1409 holding.
  • Waverly Advisors first reported a position in Inspire Small/Mid Cap Impact ETF in Q4 2025 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q2 2026.

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