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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EP Wealth Advisors's ETY Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2025: 29,485 shares worth $456K. The stake represents ﹤0.01% of the portfolio and ranks #813 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in ETY as recently as Q1 2018.

EP Wealth Advisors first reported a position in ETY in Q4 2017 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold ETY as of Q2 2025.

  • EP Wealth Advisors held 29,485 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $456K as of Q2 2025.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund was a new EP Wealth Advisors position in Q2 2025.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #813 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 3 quarters since.
  • 190 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.