EP Wealth Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

EP Wealth Advisors’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	$454K	Buy	+31,250	New	+$456K	﹤0.01%	1068
2025 Q2	$456K	Buy	+29,485	New	+$423K	﹤0.01%	813
2018 Q2	–	Sell	-20,000	Closed	-$231K	–	200
2018 Q1	$231K	Hold	20,000	–	–	0.02%	183
2017 Q4	$244K	Buy	+20,000	New	+$237K	0.03%	167

Other funds holding ETY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EP Wealth Advisors's ETY Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2026: 31,250 shares worth $454K. The stake represents ﹤0.01% of the portfolio and ranks #1068 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in ETY as recently as Q2 2025.

EP Wealth Advisors first reported a position in ETY in Q4 2017 and has held it in 4 quarters since. The position peaked at $456K in Q2 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

EP Wealth Advisors held 31,250 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $454K as of Q2 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund was a new EP Wealth Advisors position in Q2 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1068 holding.
EP Wealth Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2017 and has held it in 4 quarters since.
EP Wealth Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $456K in Q2 2025.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.