Jeff Yass’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Jeff Yass’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	$208K	Buy	+7,525	New	+$198K	﹤0.01%	11862
2025 Q4	–	Sell	-12,567	Closed	-$307K	–	12677
2025 Q3	$307K	Buy	+12,567	New	+$304K	﹤0.01%	10050
2024 Q4	–	Sell	-9,496	Closed	-$234K	–	12468
2024 Q3	$234K	Buy	+9,496	New	+$227K	﹤0.01%	10142
2023 Q4	–	Sell	-12,895	Closed	-$273K	–	12590
2023 Q3	$273K	Buy	+12,895	New	+$291K	﹤0.01%	9559
2022 Q4	–	Sell	-10,605	Closed	-$231K	–	12753
2022 Q3	$231K	Buy	+10,605	New	+$263K	﹤0.01%	10471
2019 Q1	–	Sell	-11,064	Closed	-$210K	–	9097
2018 Q4	$210K	Buy	+11,064	New	+$245K	﹤0.01%	7641
2018 Q3	–	Sell	-17,763	Closed	-$409K	–	9481
2018 Q2	$409K	Buy	+17,763	New	+$403K	﹤0.01%	7202
2018 Q1	–	Sell	-10,082	Closed	-$235K	–	9513
2017 Q4	$235K	Buy	+10,082	New	+$228K	﹤0.01%	7979
2014 Q2	–	Sell	-10,455	Closed	-$206K	–	9833
2014 Q1	$206K	Buy	+10,455	New	+$201K	﹤0.01%	8184

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

Jeff Yass's EVT Position: Q2 2026 in Review

Jeff Yass opened a new position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2026: 7,525 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #11862 among its holdings. This is a return to the name: Jeff Yass previously reported a position in EVT as recently as Q3 2025.

Jeff Yass first reported a position in EVT in Q1 2014 and has held it in 9 quarters since. The position peaked at $409K in Q2 2018. 157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Jeff Yass held 7,525 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $208K as of Q2 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund was a new Jeff Yass position in Q2 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11862 holding.
Jeff Yass first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2014 and has held it in 9 quarters since.
Jeff Yass's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $409K in Q2 2018.
157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

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