OC
EOI

OxenFree Capital’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

OxenFree Capital’s Portfolio EOI Stock Details EOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.83M Buy
92,825
+12,114
+15% +$238K 0.84% 18
2026
Q1 		$1.61M Buy
80,711
+12,612
+19% +$255K 0.78% 21
2025
Q4 		$1.4M Buy
68,099
+2,928
+4% +$59.3K 0.74% 21
2025
Q3 		$1.37M Sell
65,171
-18,687
-22% -$394K 0.75% 20
2025
Q2 		$1.75M Buy
83,858
+2,656
+3% +$51.2K 1.08% 18
2025
Q1 		$1.38M Sell
81,202
-1,418
-2% -$28.7K 1.05% 20
2024
Q4 		$1.72M Sell
82,620
-2,077
-2% -$43.2K 1.29% 18
2024
Q3 		$1.71M Buy
84,697
+3,997
+5% +$77.1K 1.35% 18
2024
Q2 		$1.57M Buy
80,700
+5,047
+7% +$93.1K 1.37% 18
2024
Q1 		$1.38M Sell
75,653
-924
-1% -$16.2K 1.26% 17
2023
Q4 		$1.27M Buy
+76,577
New +$1.2M 1.31% 17

Other funds holding EOI

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

OxenFree Capital's EOI Position: Q2 2026 in Review

OxenFree Capital increased its Eaton Vance Enhanced Equity Income Fund (EOI) stake by 15% in Q2 2026, buying an estimated $238K and bringing the position to 92,825 shares worth $1.83M. The position accounts for 0.84% of the portfolio, ranked #18.

OxenFree Capital first reported a position in EOI in Q4 2023 and has held it in 11 quarters since. 7 funds tracked by Wall St. Rank hold EOI as of Q2 2026.

  • OxenFree Capital held 92,825 shares of Eaton Vance Enhanced Equity Income Fund worth $1.83M as of Q2 2026.
  • OxenFree Capital bought 12,114 Eaton Vance Enhanced Equity Income Fund shares in Q2 2026, an estimated $238K.
  • Eaton Vance Enhanced Equity Income Fund made up 0.84% of OxenFree Capital's portfolio in Q2 2026, its #18 holding.
  • OxenFree Capital first reported a position in Eaton Vance Enhanced Equity Income Fund in Q4 2023 and has held it in 11 quarters since.
  • 7 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

Based on OxenFree Capital's 13F filing for Q2 2026, filed 8 Jul 2026.