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Waverly Advisors’s VanEck Long Muni ETF MLN Stock Holding History

Waverly Advisors’s Portfolio MLN Stock Details MLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.61M Buy
149,713
+16,218
+12% +$285K 0.02% 590
2025
Q4 		$2.34M Buy
133,495
+9,675
+8% +$170K 0.02% 564
2025
Q3 		$2.16M Buy
123,820
+35,372
+40% +$599K 0.02% 499
2025
Q2 		$1.49M Buy
+88,448
New +$1.5M 0.02% 545

Other funds holding MLN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Waverly Advisors's MLN Position: Q1 2026 in Review

Waverly Advisors increased its VanEck Long Muni ETF (MLN) stake by 12% in Q1 2026, buying an estimated $285K and bringing the position to 149,713 shares worth $2.61M. The position accounts for 0.02% of the portfolio, ranked #590.

Waverly Advisors first reported a position in MLN in Q2 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold MLN as of Q1 2026.

  • Waverly Advisors held 149,713 shares of VanEck Long Muni ETF worth $2.61M as of Q1 2026.
  • Waverly Advisors bought 16,218 VanEck Long Muni ETF shares in Q1 2026, an estimated $285K.
  • VanEck Long Muni ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #590 holding.
  • Waverly Advisors first reported a position in VanEck Long Muni ETF in Q2 2025 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q1 2026.

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