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Dudley Capital Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Dudley Capital Management’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$180K Buy
12,353
+97
+0.8% +$1.42K 0.07% 143
2026
Q1 		$169K Buy
12,256
+97
+0.8% +$1.43K 0.07% 133
2025
Q4 		$187K Buy
12,159
+88
+0.7% +$1.36K 0.08% 130
2025
Q3 		$192K Buy
12,071
+85
+0.7% +$1.34K 0.09% 128
2025
Q2 		$185K Buy
11,986
+90
+0.8% +$1.29K 0.09% 122
2025
Q1 		$170K Buy
11,896
+87
+0.7% +$1.3K 0.09% 124
2024
Q4 		$177K Buy
11,809
+85
+0.7% +$1.26K 0.09% 122
2024
Q3 		$172K Buy
11,724
+88
+0.8% +$1.24K 0.09% 120
2024
Q2 		$163K Buy
11,636
+89
+0.8% +$1.2K 0.09% 112
2024
Q1 		$153K Buy
11,547
+75
+0.7% +$956 0.09% 110
2023
Q4 		$140K Buy
11,472
+82
+0.7% +$949 0.09% 107
2023
Q3 		$131K Buy
11,390
+78
+0.7% +$946 0.09% 99
2023
Q2 		$141K Buy
11,312
+78
+0.7% +$917 0.09% 105
2023
Q1 		$131K Buy
11,234
+77
+0.7% +$889 0.09% 109
2022
Q4 		$121K Buy
+11,157
New +$128K 0.08% 113

Other funds holding ETY

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CWM
C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

Dudley Capital Management's ETY Position: Q2 2026 in Review

Dudley Capital Management increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 0.79% in Q2 2026, buying an estimated $1.42K and bringing the position to 12,353 shares worth $180K. The position accounts for 0.07% of the portfolio, ranked #143.

Dudley Capital Management first reported a position in ETY in Q4 2022 and has held it in 15 quarters since. The position peaked at $192K in Q3 2025. 86 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Dudley Capital Management held 12,353 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $180K as of Q2 2026.
  • Dudley Capital Management bought 97 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $1.42K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.07% of Dudley Capital Management's portfolio in Q2 2026, its #143 holding.
  • Dudley Capital Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2022 and has held it in 15 quarters since.
  • Dudley Capital Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $192K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.