EWA
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EverSource Wealth Advisors’s MarketWise MKTW Stock Holding History

EverSource Wealth Advisors’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$899 Buy
48
+5
+12% +$77 ﹤0.01% 3889
2025
Q4 		$646 Sell
43
-7
-14% -$109 ﹤0.01% 3811
2025
Q3 		$827 Buy
50
+1
+2% +$18 ﹤0.01% 3815
2025
Q2 		$970 Buy
49
+26
+113% +$399 ﹤0.01% 3746
2025
Q1 		$230 Buy
+23
New +$275 ﹤0.01% 3678

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SRB
Sid R. Bass $2.53M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $316M AUM 19.47% 1-Year Est. Return

EverSource Wealth Advisors's MKTW Position: Q1 2026 in Review

EverSource Wealth Advisors increased its MarketWise (MKTW) stake by 12% in Q1 2026, buying an estimated $77 and bringing the position to 48 shares worth $899. The position accounts for ﹤0.01% of the portfolio, ranked #3889.

EverSource Wealth Advisors first reported a position in MKTW in Q1 2025 and has held it in 5 quarters since. The position peaked at $970 in Q2 2025. 52 funds tracked by Wall St. Rank hold MKTW as of Q1 2026.

  • EverSource Wealth Advisors held 48 shares of MarketWise worth $899 as of Q1 2026.
  • EverSource Wealth Advisors bought 5 MarketWise shares in Q1 2026, an estimated $77.
  • MarketWise made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3889 holding.
  • EverSource Wealth Advisors first reported a position in MarketWise in Q1 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's MarketWise position peaked at $970 in Q2 2025.
  • 52 funds tracked by Wall St. Rank held MarketWise as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.