JWCA
ETY icon

J.W. Cole Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

J.W. Cole 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 		$289K Buy
+19,889
New +$290K 0.01% 1297
2026
Q1 		– Sell
-19,668
Closed -$302K – 958
2025
Q4 		$302K Sell
19,668
-962
-5% -$14.9K 0.01% 1099
2025
Q3 		$328K Sell
20,630
-4,023
-16% -$63.3K 0.01% 1176
2025
Q2 		$381K Sell
24,653
-1,597
-6% -$22.9K 0.01% 1029
2025
Q1 		$374K Buy
+26,250
New +$394K 0.01% 867

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

J.W. Cole Advisors's ETY Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2026: 19,889 shares worth $289K. The stake represents 0.01% of the portfolio and ranks #1297 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in ETY as recently as Q4 2025.

J.W. Cole Advisors first reported a position in ETY in Q1 2025 and has held it in 5 quarters since. The position peaked at $381K in Q2 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • J.W. Cole Advisors held 19,889 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $289K as of Q2 2026.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund was a new J.W. Cole Advisors position in Q2 2026.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1297 holding.
  • J.W. Cole Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2025 and has held it in 5 quarters since.
  • J.W. Cole Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $381K 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 J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.