WA
PWRD

Waverly Advisors’s TCW Transform Systems ETF PWRD Stock Holding History

Waverly Advisors’s Portfolio PWRD Stock Details PWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$291K Sell
2,975
-200
-6% -$20.4K ﹤0.01% 1311
2025
Q4 		$305K Buy
+3,175
New +$312K ﹤0.01% 1194

Other funds holding PWRD

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 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
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return

Waverly Advisors's PWRD Position: Q1 2026 in Review

Waverly Advisors reduced its TCW Transform Systems ETF (PWRD) stake by 6.3% in Q1 2026, selling an estimated $20.4K and leaving 2,975 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Waverly Advisors first reported a position in PWRD in Q4 2025 and has held it in 2 quarters since. The position peaked at $305K in Q4 2025. 124 funds tracked by Wall St. Rank hold PWRD as of Q1 2026.

  • Waverly Advisors held 2,975 shares of TCW Transform Systems ETF worth $291K as of Q1 2026.
  • Waverly Advisors sold 200 TCW Transform Systems ETF shares in Q1 2026, an estimated $20.4K.
  • TCW Transform Systems ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1311 holding.
  • Waverly Advisors first reported a position in TCW Transform Systems ETF in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's TCW Transform Systems ETF position peaked at $305K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2026.

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