Jeff Yass’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Jeff Yass’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	$327K	Sell	22,513 -15,582	-41%	-$227K	﹤0.01%	10844
2026 Q1	$525K	Buy	38,095 +5,463	+17%	+$80.7K	﹤0.01%	9543
2025 Q4	$501K	Buy	+32,632	New	+$506K	﹤0.01%	8783
2023 Q4	–	Sell	-37,235	Closed	-$430K	–	12585
2023 Q3	$430K	Buy	37,235 +22,741	+157%	+$276K	﹤0.01%	8584
2023 Q2	$181K	Buy	+14,494	New	+$170K	﹤0.01%	10387
2018 Q4	–	Sell	-10,194	Closed	-$131K	–	9172
2018 Q3	$131K	Buy	+10,194	New	+$129K	﹤0.01%	8485

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

Jeff Yass's ETY Position: Q2 2026 in Review

Jeff Yass reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 41% in Q2 2026, selling an estimated $227K and leaving 22,513 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #10844.

Jeff Yass first reported a position in ETY in Q3 2018 and has held it in 6 quarters since. The position peaked at $525K in Q1 2026. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Jeff Yass held 22,513 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $327K as of Q2 2026.
Jeff Yass sold 15,582 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $227K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10844 holding.
Jeff Yass first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2018 and has held it in 6 quarters since.
Jeff Yass's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $525K in Q1 2026.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.