EP Wealth Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

EP Wealth Advisors’s Portfolio EVT Stock Details EVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$366K	Buy	+13,217	New	+$347K	﹤0.01%	1187

Other funds holding EVT

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

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

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

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

EP Wealth Advisors opened a new position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2026: 13,217 shares worth $366K. The stake represents ﹤0.01% of the portfolio and ranks #1187 among its holdings.

157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

EP Wealth Advisors held 13,217 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $366K as of Q2 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund was a new EP Wealth Advisors position in Q2 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1187 holding.
157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

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