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Waverly Advisors’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Waverly Advisors’s Portfolio SYLD Stock Details SYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.18M Buy
42,181
+35,812
+562% +$2.68M 0.02% 531
2025
Q4 		$443K Buy
6,369
+130
+2% +$8.93K ﹤0.01% 1056
2025
Q3 		$428K Buy
6,239
+284
+5% +$19.2K ﹤0.01% 906
2025
Q2 		$387K Hold
5,955
– – ﹤0.01% 885
2025
Q1 		$380K Sell
5,955
-70
-1% -$4.74K ﹤0.01% 854
2024
Q4 		$413K Buy
+6,025
New +$435K 0.01% 729

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Waverly Advisors's SYLD Position: Q1 2026 in Review

Waverly Advisors increased its Cambria Shareholder Yield ETF (SYLD) stake by 562% in Q1 2026, buying an estimated $2.68M and bringing the position to 42,181 shares worth $3.18M. The position accounts for 0.02% of the portfolio, ranked #531.

Waverly Advisors first reported a position in SYLD in Q4 2024 and has held it in 6 quarters since. 167 funds tracked by Wall St. Rank hold SYLD as of Q1 2026.

  • Waverly Advisors held 42,181 shares of Cambria Shareholder Yield ETF worth $3.18M as of Q1 2026.
  • Waverly Advisors bought 35,812 Cambria Shareholder Yield ETF shares in Q1 2026, an estimated $2.68M.
  • Cambria Shareholder Yield ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #531 holding.
  • Waverly Advisors first reported a position in Cambria Shareholder Yield ETF in Q4 2024 and has held it in 6 quarters since.
  • 167 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2026.

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