Question 1

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

Accepted Answer

As of 2026-Q1, Waverly Advisors, LLC holds 1.9M shares of HEFA (ISHARES TR).

Question 2

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

Accepted Answer

As of 2026-Q1, Waverly Advisors, LLC's HEFA position is worth $81.9M.

Question 3

Is Waverly Advisors, LLC buying or selling HEFA?

Accepted Answer

In 2026-Q1, Waverly Advisors, LLC decreased their HEFA position (-22.6% change in shares).

Question 4

When did Waverly Advisors, LLC first buy HEFA?

Accepted Answer

Based on available 13F filings, Waverly Advisors, LLC first reported a position in HEFA in 2024-Q2. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	1.9M	-22.6%	$81.9M	0.6%	$43.35	0
2025-Q4	Increased	2.5M	+4.0%	$103M	0.8%	$41.54	44
2025-Q3	Increased	2.4M	+9.8%	$94.9M	0.9%	$38.37	46
2025-Q2	Increased	2.2M	+11.8%	$82.8M	0.9%	$36.43	47
2025-Q1	Increased	2M	+2115.8%	$70.8M	0.9%	$34.94	67
2024-Q4	Increased	88,097	+38.9%	$3.1M	0.0%	$33.10	35
2024-Q3	Increased	63,407	+56.2%	$2.2M	0.0%	$33.34	37
2024-Q2	New	40,602	-	$1.4M	0.0%	$32.95	35

HEFA8 quarters

HEFA
8 quarters