LNWWM
EOS

Laird Norton Wetherby Wealth Management’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio EOS Stock Details EOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$201K Hold
8,389
– – 0.01% 889
2025
Q2 		$203K Buy
+8,389
New +$185K 0.01% 872
2024
Q4 		$201K Buy
+8,389
New +$193K 0.01% 837

Other funds holding EOS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's EOS Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its Eaton Vance Enhance Equity Income Fund II (EOS) position steady in Q3 2025 at 8,389 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #889.

Laird Norton Wetherby Wealth Management first reported a position in EOS in Q4 2024 and has held it in 3 quarters since. The position peaked at $203K in Q2 2025. 136 funds tracked by Wall St. Rank hold EOS as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 8,389 shares of Eaton Vance Enhance Equity Income Fund II worth $201K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management left its Eaton Vance Enhance Equity Income Fund II share count unchanged in Q3 2025.
  • Eaton Vance Enhance Equity Income Fund II made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #889 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Eaton Vance Enhance Equity Income Fund II in Q4 2024 and has held it in 3 quarters since.
  • Laird Norton Wetherby Wealth Management's Eaton Vance Enhance Equity Income Fund II position peaked at $203K in Q2 2025.
  • 136 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.