WAM
EVSD

WNY Asset Management’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

WNY Asset Management’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
Q2 		$1.27M Sell
25,057
-19,873
-44% -$1.01M 0.11% 85
2026
Q1 		$2.29M Buy
+44,930
New +$2.31M 0.24% 65

Other funds holding EVSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 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 $424B AUM 22.96% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return

WNY Asset Management's EVSD Position: Q2 2026 in Review

WNY Asset Management reduced its Eaton Vance Short Duration Income ETF (EVSD) stake by 44% in Q2 2026, selling an estimated $1.01M and leaving 25,057 shares worth $1.27M. The position accounts for 0.11% of the portfolio, ranked #85.

WNY Asset Management first reported a position in EVSD in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.29M in Q1 2026. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • WNY Asset Management held 25,057 shares of Eaton Vance Short Duration Income ETF worth $1.27M as of Q2 2026.
  • WNY Asset Management sold 19,873 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $1.01M.
  • Eaton Vance Short Duration Income ETF made up 0.11% of WNY Asset Management's portfolio in Q2 2026, its #85 holding.
  • WNY Asset Management first reported a position in Eaton Vance Short Duration Income ETF in Q1 2026 and has held it in 2 quarters since.
  • WNY Asset Management's Eaton Vance Short Duration Income ETF position peaked at $2.29M in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.