Vista Investment Partners II’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Vista Investment Partners II’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
2025 Q4	–	Sell	-12,414	Closed	-$197K	–	154
2025 Q3	$197K	Hold	12,414	–	–	0.09%	134
2025 Q2	$192K	Buy	12,414 +1,344	+12%	+$19.3K	0.09%	126
2025 Q1	$158K	Sell	11,070 -88	-0.8%	-$1.32K	0.09%	122
2024 Q4	$167K	Buy	+11,158	New	+$166K	0.1%	120

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vista Investment Partners II's ETY Position: Q4 2025 in Review

Vista Investment Partners II sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2025, closing a stake of 12,414 shares — an estimated $197K sold.

Vista Investment Partners II first reported a position in ETY in Q4 2024 and held it in 4 quarters. The position peaked at $197K in Q3 2025. 206 funds tracked by Wall St. Rank hold ETY as of Q4 2025.

Vista Investment Partners II reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2025 after selling out during the quarter.
Vista Investment Partners II sold 12,414 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2025, an estimated $197K.
Vista Investment Partners II first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2024 and held it in 4 quarters.
Vista Investment Partners II's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $197K in Q3 2025.
206 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2025.

Based on Vista Investment Partners II's 13F filing for Q4 2025, filed 22 Jan 2026.