WAM
EOT

Wakefield Asset Management’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Wakefield Asset Management’s Portfolio EOT Stock Details EOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.69M Buy
95,845
+26,504
+38% +$453K 0.38% 73
2026
Q1 		$1.19M Buy
69,341
+9,329
+16% +$163K 0.31% 92
2025
Q4 		$1.01M Buy
+60,012
New +$1M 0.28% 120

Other funds holding EOT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Wakefield Asset Management's EOT Position: Q2 2026 in Review

Wakefield Asset Management increased its Eaton Vance National Municipal Opportunities Trust (EOT) stake by 38% in Q2 2026, buying an estimated $453K and bringing the position to 95,845 shares worth $1.69M. The position accounts for 0.38% of the portfolio, ranked #73.

Wakefield Asset Management first reported a position in EOT in Q4 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold EOT as of Q2 2026.

  • Wakefield Asset Management held 95,845 shares of Eaton Vance National Municipal Opportunities Trust worth $1.69M as of Q2 2026.
  • Wakefield Asset Management bought 26,504 Eaton Vance National Municipal Opportunities Trust shares in Q2 2026, an estimated $453K.
  • Eaton Vance National Municipal Opportunities Trust made up 0.38% of Wakefield Asset Management's portfolio in Q2 2026, its #73 holding.
  • Wakefield Asset Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2025 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.