EWM
TSI

Evolution Wealth Management’s TCW Strategic Income Fund TSI Stock Holding History

Evolution Wealth Management’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.79K Hold
1,061
– – ﹤0.01% 714
2026
Q1 		$4.76K Hold
1,061
– – ﹤0.01% 639
2025
Q4 		$5.24K Buy
+1,061
New +$5.23K ﹤0.01% 544

Other funds holding TSI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evolution Wealth Management's TSI Position: Q2 2026 in Review

Evolution Wealth Management held its TCW Strategic Income Fund (TSI) position steady in Q2 2026 at 1,061 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Evolution Wealth Management first reported a position in TSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.24K in Q4 2025. 69 funds tracked by Wall St. Rank hold TSI as of Q2 2026.

  • Evolution Wealth Management held 1,061 shares of TCW Strategic Income Fund worth $4.79K as of Q2 2026.
  • Evolution Wealth Management left its TCW Strategic Income Fund share count unchanged in Q2 2026.
  • TCW Strategic Income Fund made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #714 holding.
  • Evolution Wealth Management first reported a position in TCW Strategic Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's TCW Strategic Income Fund position peaked at $5.24K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.