Whalen Wealth Management’s Cambria Emerging Shareholder Yield ETF EYLD Stock Holding History

Whalen Wealth Management’s Portfolio EYLD Stock Details EYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-33,381	Closed	-$1.28M	–	192
2025 Q4	$1.28M	Buy	+33,381	New	+$1.28M	0.69%	36
2024 Q3	–	Sell	-80,559	Closed	-$2.77M	–	125
2024 Q2	$2.77M	Buy	80,559 +11,848	+17%	+$412K	2.2%	11
2024 Q1	$2.3M	Buy	+68,711	New	+$2.2M	1.71%	10

Other funds holding EYLD

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return

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

Whalen Wealth Management's EYLD Position: Q1 2026 in Review

Whalen Wealth Management sold out of Cambria Emerging Shareholder Yield ETF (EYLD) in Q1 2026, closing a stake of 33,381 shares — an estimated $1.28M sold.

Whalen Wealth Management first reported a position in EYLD in Q1 2024 and held it in 3 quarters. The position peaked at $2.77M in Q2 2024. 105 funds tracked by Wall St. Rank hold EYLD as of Q1 2026.

Whalen Wealth Management reported no remaining Cambria Emerging Shareholder Yield ETF position as of Q1 2026 after selling out during the quarter.
Whalen Wealth Management sold 33,381 Cambria Emerging Shareholder Yield ETF shares in Q1 2026, an estimated $1.28M.
Whalen Wealth Management first reported a position in Cambria Emerging Shareholder Yield ETF in Q1 2024 and held it in 3 quarters.
Whalen Wealth Management's Cambria Emerging Shareholder Yield ETF position peaked at $2.77M in Q2 2024.
105 funds tracked by Wall St. Rank held Cambria Emerging Shareholder Yield ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.