Question 1

How many shares of CWI does Waverly Advisors, LLC own?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC holds 314,489 shares of CWI (SPDR INDEX SHS FDS).

Question 2

What is Waverly Advisors, LLC's CWI position worth?

Accepted Answer

As of 2026-Q2, Waverly Advisors, LLC's CWI position is worth $12.8M.

Question 3

Is Waverly Advisors, LLC buying or selling CWI?

Accepted Answer

In 2026-Q2, Waverly Advisors, LLC increased their CWI position (+2.1% change in shares).

Question 4

When did Waverly Advisors, LLC first buy CWI?

Accepted Answer

Based on available 13F filings, Waverly Advisors, LLC first reported a position in CWI in 2024-Q3. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	314,489	+2.1%	$12.8M	0.1%	$40.67	29
2026-Q1	Increased	307,922	+3.2%	$11.3M	0.1%	$37.81	29
2025-Q4	Decreased	298,280	-1.2%	$10.7M	0.1%	$36.09	0
2025-Q3	Increased	301,912	+9.8%	$10.5M	0.1%	$34.10	36
2025-Q2	Increased	275,064	+5.9%	$9M	0.1%	$32.00	29
2025-Q1	Increased	259,810	+11.6%	$7.7M	0.1%	$28.85	31
2024-Q4	Decreased	232,772	-0.1%	$6.5M	0.1%	$27.06	0
2024-Q3	Decreased	232,904	-1.8%	$7.1M	0.1%	$29.23	0

CWIShowing 8 of 10 quarters

CWI
Showing 8 of 10 quarters