EWA
WB icon

EverSource Wealth Advisors’s Weibo WB Stock Holding History

EverSource Wealth Advisors’s Portfolio WB Stock Details WB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.9K Buy
3,876
+2,990
+337% +$30K ﹤0.01% 2173
2025
Q4 		$9.05K Sell
886
-86
-9% -$923 ﹤0.01% 2851
2025
Q3 		$12.1K Buy
972
+312
+47% +$3.41K ﹤0.01% 2712
2025
Q2 		$6.29K Sell
660
-755
-53% -$6.64K ﹤0.01% 3057
2025
Q1 		$13.4K Sell
1,415
-5
-0.4% -$51 ﹤0.01% 1936
2024
Q4 		$13.6K Buy
1,420
+389
+38% +$3.72K ﹤0.01% 1848
2024
Q3 		$10.4K Buy
1,031
+415
+67% +$3.27K ﹤0.01% 1842
2024
Q2 		$4.76K Buy
616
+527
+592% +$4.59K ﹤0.01% 2236
2024
Q1 		$767 Buy
+89
New +$807 ﹤0.01% 2643
2023
Q1 		– Sell
-216
Closed -$4.13K – 2548
2022
Q4 		$4.13K Buy
216
+71
+49% +$1.07K ﹤0.01% 1678
2022
Q3 		$3K Buy
+145
New +$2.8K ﹤0.01% 1595

Other funds holding WB

AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
SCM
Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return