Waverly-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
1,171
Total Value
8198989293
Accession Number
0001398344-25-009517
Form Type
13F-HR
Manager Name
Waverly-Advisors
Data Enrichment
69% identified
808 identified363 unidentified

Holdings

1,171 positions • $8.2B total value
Manager:
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MANNKIND CORP
Shares:11.2K
Value:$56.2K
% of Portfolio:0.0% ($56.2K/$8.2B)
MFS MUNICIPAL INCOME TRUST
Shares:10.0K
Value:$53.2K
% of Portfolio:0.0% ($53.2K/$8.2B)
NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC
Shares:14.0K
Value:$46.4K
% of Portfolio:0.0% ($46.4K/$8.2B)
Lucid Group, Inc.
Shares:14.2K
Value:$34.3K
% of Portfolio:0.0% ($34.3K/$8.2B)
BANK BRADESCO
Shares:11.3K
Value:$25.3K
% of Portfolio:0.0% ($25.3K/$8.2B)
Clearside Biomedical, Inc.
Shares:18.4K
Value:$16.9K
% of Portfolio:0.0% ($16.9K/$8.2B)
GERON CORP
Shares:10.6K
Value:$16.8K
% of Portfolio:0.0% ($16.8K/$8.2B)
PLUG POWER INC
Shares:10.8K
Value:$14.6K
% of Portfolio:0.0% ($14.6K/$8.2B)
87283P109
Shares:26.1K
Value:$8.1K
% of Portfolio:0.0% ($8.1K/$8.2B)