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Waverly Advisors’s Smith-Midland SMID Stock Holding History

Waverly Advisors’s Portfolio SMID Stock Details SMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$290K Hold
10,004
– – ﹤0.01% 1433
2026
Q1 		$325K Buy
10,004
+1
+0% +$35 ﹤0.01% 1262
2025
Q4 		$364K Hold
10,003
– – ﹤0.01% 1132
2025
Q3 		$369K Buy
+10,003
New +$386K ﹤0.01% 963

Other funds holding SMID

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Waverly Advisors's SMID Position: Q2 2026 in Review

Waverly Advisors held its Smith-Midland (SMID) position steady in Q2 2026 at 10,004 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

Waverly Advisors first reported a position in SMID in Q3 2025 and has held it in 4 quarters since. The position peaked at $369K in Q3 2025. 54 funds tracked by Wall St. Rank hold SMID as of Q2 2026.

  • Waverly Advisors held 10,004 shares of Smith-Midland worth $290K as of Q2 2026.
  • Waverly Advisors left its Smith-Midland share count unchanged in Q2 2026.
  • Smith-Midland made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1433 holding.
  • Waverly Advisors first reported a position in Smith-Midland in Q3 2025 and has held it in 4 quarters since.
  • Waverly Advisors's Smith-Midland position peaked at $369K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held Smith-Midland as of Q2 2026.

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