Waverly Advisors’s ProShares Short Russell2000 RWM Stock Holding History

Waverly Advisors’s Portfolio RWM Stock Details RWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$266K	Buy	+20,000	New	+$288K	﹤0.01%	1481

Other funds holding RWM

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

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

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFS

AFG Fiduciary Services Hingham, Massachusetts $128M AUM 24.3% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

LNWTC

Laird Norton Wetherby Trust Company Seattle, Washington $5.21B AUM 31.48% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Waverly Advisors's RWM Position: Q2 2026 in Review

Waverly Advisors opened a new position in ProShares Short Russell2000 (RWM) in Q2 2026: 20,000 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #1481 among its holdings.

39 funds tracked by Wall St. Rank hold RWM as of Q2 2026.

Waverly Advisors held 20,000 shares of ProShares Short Russell2000 worth $266K as of Q2 2026.
ProShares Short Russell2000 was a new Waverly Advisors position in Q2 2026.
ProShares Short Russell2000 made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1481 holding.
39 funds tracked by Wall St. Rank held ProShares Short Russell2000 as of Q2 2026.

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