EWA
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EverSource Wealth Advisors’s Wabash National WNC Stock Holding History

EverSource Wealth Advisors’s Portfolio WNC Stock Details WNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.8K Buy
1,541
+393
+34% +$3.49K ﹤0.01% 2400
2026
Q1 		$9.9K Sell
1,148
-38
-3% -$378 ﹤0.01% 2925
2025
Q4 		$10.3K Buy
1,186
+511
+76% +$4.46K ﹤0.01% 2784
2025
Q3 		$6.66K Buy
675
+118
+21% +$1.26K ﹤0.01% 3022
2025
Q2 		$5.92K Buy
557
+208
+60% +$2K ﹤0.01% 3086
2025
Q1 		$3.86K Sell
349
-61
-15% -$819 ﹤0.01% 2620
2024
Q4 		$7.02K Buy
410
+86
+27% +$1.59K ﹤0.01% 2181
2024
Q3 		$6.22K Sell
324
-96
-23% -$1.93K ﹤0.01% 2131
2024
Q2 		$9.03K Buy
420
+96
+30% +$2.26K ﹤0.01% 1908
2024
Q1 		$7.49K Hold
324
– – ﹤0.01% 1840
2023
Q4 		$8.3K Hold
324
– – ﹤0.01% 1650
2023
Q3 		$6.84K Hold
324
– – ﹤0.01% 1569
2023
Q2 		$8.31K Hold
324
– – ﹤0.01% 1527
2023
Q1 		$7.97K Sell
324
-109
-25% -$2.83K ﹤0.01% 1465
2022
Q4 		$9.79K Buy
433
+44
+11% +$954 ﹤0.01% 1341
2022
Q3 		$6K Sell
389
-91
-19% -$1.49K ﹤0.01% 1328
2022
Q2 		$7K Sell
480
-178
-27% -$2.57K ﹤0.01% 1174
2022
Q1 		$10K Hold
658
– – ﹤0.01% 989
2021
Q4 		$13K Buy
+658
New +$11.4K ﹤0.01% 870

Other funds holding WNC

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Wabash National (WNC) stake by 34% in Q2 2026, buying an estimated $3.49K and bringing the position to 1,541 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2400.

EverSource Wealth Advisors first reported a position in WNC in Q4 2021 and has held it in 19 quarters since. 165 funds tracked by Wall St. Rank hold WNC as of Q2 2026.

  • EverSource Wealth Advisors held 1,541 shares of Wabash National worth $20.8K as of Q2 2026.
  • EverSource Wealth Advisors bought 393 Wabash National shares in Q2 2026, an estimated $3.49K.
  • Wabash National made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2400 holding.
  • EverSource Wealth Advisors first reported a position in Wabash National in Q4 2021 and has held it in 19 quarters since.
  • 165 funds tracked by Wall St. Rank held Wabash National as of Q2 2026.

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