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
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

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wakefield Asset Management's EOT Position: Q1 2026 in Review

Wakefield Asset Management increased its Eaton Vance National Municipal Opportunities Trust (EOT) stake by 16% in Q1 2026, buying an estimated $163K and bringing the position to 69,341 shares worth $1.19M. The position accounts for 0.31% of the portfolio, ranked #92.

Wakefield Asset Management first reported a position in EOT in Q4 2025 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold EOT as of Q1 2026.

  • Wakefield Asset Management held 69,341 shares of Eaton Vance National Municipal Opportunities Trust worth $1.19M as of Q1 2026.
  • Wakefield Asset Management bought 9,329 Eaton Vance National Municipal Opportunities Trust shares in Q1 2026, an estimated $163K.
  • Eaton Vance National Municipal Opportunities Trust made up 0.31% of Wakefield Asset Management's portfolio in Q1 2026, its #92 holding.
  • Wakefield Asset Management first reported a position in Eaton Vance National Municipal Opportunities Trust in Q4 2025 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q1 2026.

Based on Wakefield Asset Management's 13F filing for Q1 2026, filed 12 May 2026.