WI
EVSD

WBI Investments’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

WBI Investments’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 		$747K Sell
14,671
-1,068
-7% -$54.9K 0.21% 143
2025
Q4 		$810K Sell
15,739
-4,952
-24% -$255K 0.21% 137
2025
Q3 		$1.06M Sell
20,691
-4,676
-18% -$240K 0.27% 97
2025
Q2 		$1.3M Buy
25,367
+13,796
+119% +$702K 0.34% 85
2025
Q1 		$587K Buy
+11,571
New +$587K 0.15% 138

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 $18.1B AUM 24.63% 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 $364M AUM 16.66% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM

WBI Investments's EVSD Position: Q1 2026 in Review

WBI Investments reduced its Eaton Vance Short Duration Income ETF (EVSD) stake by 6.8% in Q1 2026, selling an estimated $54.9K and leaving 14,671 shares worth $747K. The position accounts for 0.21% of the portfolio, ranked #143.

WBI Investments first reported a position in EVSD in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.3M in Q2 2025. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • WBI Investments held 14,671 shares of Eaton Vance Short Duration Income ETF worth $747K as of Q1 2026.
  • WBI Investments sold 1,068 Eaton Vance Short Duration Income ETF shares in Q1 2026, an estimated $54.9K.
  • Eaton Vance Short Duration Income ETF made up 0.21% of WBI Investments's portfolio in Q1 2026, its #143 holding.
  • WBI Investments first reported a position in Eaton Vance Short Duration Income ETF in Q1 2025 and has held it in 5 quarters since.
  • WBI Investments's Eaton Vance Short Duration Income ETF position peaked at $1.3M in Q2 2025.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.