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
Q2 		$1.13K Buy
63
+15
+31% +$259 ﹤0.01% 3928
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 $521B AUM 51.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SRB
Sid R. Bass $2.6M AUM
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return

EverSource Wealth Advisors's MKTW Position: Q2 2026 in Review

EverSource Wealth Advisors increased its MarketWise (MKTW) stake by 31% in Q2 2026, buying an estimated $259 and bringing the position to 63 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #3928.

EverSource Wealth Advisors first reported a position in MKTW in Q1 2025 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

  • EverSource Wealth Advisors held 63 shares of MarketWise worth $1.13K as of Q2 2026.
  • EverSource Wealth Advisors bought 15 MarketWise shares in Q2 2026, an estimated $259.
  • MarketWise made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3928 holding.
  • EverSource Wealth Advisors first reported a position in MarketWise in Q1 2025 and has held it in 6 quarters since.
  • 51 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.