WF
IVES

Willow Financial’s Dan IVES Wedbush AI Revolution ETF IVES Stock Holding History

Willow Financial’s Portfolio IVES Stock Details IVES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.18M Buy
252,923
+156,620
+163% +$4.84M 7.27% 3
2025
Q4 		$3.04M Buy
+96,303
New +$3.15M 3.1% 13

Other funds holding IVES

WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LC
Longitude (Cayman) Grand Cayman, Cayman Islands $244M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Willow Financial's IVES Position: Q1 2026 in Review

Willow Financial increased its Dan IVES Wedbush AI Revolution ETF (IVES) stake by 163% in Q1 2026, buying an estimated $4.84M and bringing the position to 252,923 shares worth $7.18M. The position accounts for 7.27% of the portfolio, ranked #3.

Willow Financial first reported a position in IVES in Q4 2025 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold IVES as of Q1 2026.

  • Willow Financial held 252,923 shares of Dan IVES Wedbush AI Revolution ETF worth $7.18M as of Q1 2026.
  • Willow Financial bought 156,620 Dan IVES Wedbush AI Revolution ETF shares in Q1 2026, an estimated $4.84M.
  • Dan IVES Wedbush AI Revolution ETF made up 7.27% of Willow Financial's portfolio in Q1 2026, its #3 holding.
  • Willow Financial first reported a position in Dan IVES Wedbush AI Revolution ETF in Q4 2025 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Dan IVES Wedbush AI Revolution ETF as of Q1 2026.

Based on Willow Financial's 13F filing for Q1 2026, filed 21 Apr 2026.