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Waverly Advisors’s Motley Fool 100 Index ETF TMFC Stock Holding History

Waverly Advisors’s Portfolio TMFC Stock Details TMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$339K Buy
+4,456
New +$333K ﹤0.01% 1345
2025
Q1 		– Sell
-5,289
Closed -$318K – 1130
2024
Q4 		$318K Buy
+5,289
New +$312K ﹤0.01% 804

Other funds holding TMFC

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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Waverly Advisors's TMFC Position: Q2 2026 in Review

Waverly Advisors opened a new position in Motley Fool 100 Index ETF (TMFC) in Q2 2026: 4,456 shares worth $339K. The stake represents ﹤0.01% of the portfolio and ranks #1345 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in TMFC as recently as Q4 2024.

Waverly Advisors first reported a position in TMFC in Q4 2024 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold TMFC as of Q2 2026.

  • Waverly Advisors held 4,456 shares of Motley Fool 100 Index ETF worth $339K as of Q2 2026.
  • Motley Fool 100 Index ETF was a new Waverly Advisors position in Q2 2026.
  • Motley Fool 100 Index ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1345 holding.
  • Waverly Advisors first reported a position in Motley Fool 100 Index ETF in Q4 2024 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2026.

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