WA
EVSD

Waverly Advisors’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Waverly Advisors’s Portfolio EVSD Stock Details EVSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.47M Sell
107,294
-2,580
-2% -$133K 0.04% 391
2025
Q4 		$5.65M Sell
109,874
-11,267
-9% -$580K 0.05% 348
2025
Q3 		$6.23M Sell
121,141
-16,105
-12% -$827K 0.06% 284
2025
Q2 		$7.02M Sell
137,246
-20,982
-13% -$1.07M 0.08% 241
2025
Q1 		$8.03M Sell
158,228
-28,328
-15% -$1.44M 0.1% 212
2024
Q4 		$9.42M Sell
186,556
-60,803
-25% -$3.08M 0.15% 148
2024
Q3 		$12.6M Buy
+247,359
New +$12.5M 0.23% 88

Other funds holding EVSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $333M AUM 14.3% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM

Waverly Advisors's EVSD Position: Q1 2026 in Review

Waverly Advisors reduced its Eaton Vance Short Duration Income ETF (EVSD) stake by 2.3% in Q1 2026, selling an estimated $133K and leaving 107,294 shares worth $5.47M. The position accounts for 0.04% of the portfolio, ranked #391.

Waverly Advisors first reported a position in EVSD in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.6M in Q3 2024. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • Waverly Advisors held 107,294 shares of Eaton Vance Short Duration Income ETF worth $5.47M as of Q1 2026.
  • Waverly Advisors sold 2,580 Eaton Vance Short Duration Income ETF shares in Q1 2026, an estimated $133K.
  • Eaton Vance Short Duration Income ETF made up 0.04% of Waverly Advisors's portfolio in Q1 2026, its #391 holding.
  • Waverly Advisors first reported a position in Eaton Vance Short Duration Income ETF in Q3 2024 and has held it in 7 quarters since.
  • Waverly Advisors's Eaton Vance Short Duration Income ETF position peaked at $12.6M in Q3 2024.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.