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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
Q2 		$2.79M Sell
35,293
-6,888
-16% -$540K 0.02% 614
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $823M AUM 36.99% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waverly Advisors's SYLD Position: Q2 2026 in Review

Waverly Advisors reduced its Cambria Shareholder Yield ETF (SYLD) stake by 16% in Q2 2026, selling an estimated $540K and leaving 35,293 shares worth $2.79M. The position accounts for 0.02% of the portfolio, ranked #614.

Waverly Advisors first reported a position in SYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.18M in Q1 2026. 165 funds tracked by Wall St. Rank hold SYLD as of Q2 2026.

  • Waverly Advisors held 35,293 shares of Cambria Shareholder Yield ETF worth $2.79M as of Q2 2026.
  • Waverly Advisors sold 6,888 Cambria Shareholder Yield ETF shares in Q2 2026, an estimated $540K.
  • Cambria Shareholder Yield ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #614 holding.
  • Waverly Advisors first reported a position in Cambria Shareholder Yield ETF in Q4 2024 and has held it in 7 quarters since.
  • Waverly Advisors's Cambria Shareholder Yield ETF position peaked at $3.18M in Q1 2026.
  • 165 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2026.

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