WA
EWX icon

Waddell & Associates’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Waddell & Associates’s Portfolio EWX Stock Details EWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.86M Sell
51,981
-1,602
-3% -$117K 0.19% 36
2026
Q1 		$3.54M Sell
53,583
-593,866
-92% -$40.1M 0.2% 32
2025
Q4 		$42.5M Buy
647,449
+398
+0.1% +$26.4K 2.87% 12
2025
Q3 		$43.5M Buy
647,051
+19,913
+3% +$1.3M 3.7% 11
2025
Q2 		$38.9M Buy
627,138
+12,101
+2% +$703K 4.15% 10
2025
Q1 		$34.8M Buy
615,037
+13,461
+2% +$779K 4.23% 10
2024
Q4 		$35.3M Buy
601,576
+9,579
+2% +$585K 3.59% 11
2024
Q3 		$36.9M Buy
591,997
+14,840
+3% +$864K 4.49% 10
2024
Q2 		$33.4M Buy
577,157
+9,710
+2% +$557K 4.4% 10
2024
Q1 		$31.7M Sell
567,447
-1,643
-0.3% -$91K 4.28% 11
2023
Q4 		$32.1M Buy
569,090
+6,573
+1% +$356K 4.32% 9
2023
Q3 		$30.1M Buy
562,517
+10,686
+2% +$575K 4.4% 9
2023
Q2 		$29M Buy
551,831
+8,660
+2% +$447K 4.25% 10
2023
Q1 		$27.5M Buy
543,171
+9,103
+2% +$463K 4.3% 9
2022
Q4 		$26.1M Buy
+534,068
New +$25.6M 4.38% 9

Other funds holding EWX

EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WFP
Welch Financial Planning Boulder, Colorado $172M AUM
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RA
Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return