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Waverly Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Waverly Advisors’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
2026
Q2 		$305K Hold
20,985
– – ﹤0.01% 1406
2026
Q1 		$289K Buy
+20,985
New +$310K ﹤0.01% 1315

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors's ETY Position: Q2 2026 in Review

Waverly Advisors held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2026 at 20,985 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Waverly Advisors first reported a position in ETY in Q1 2026 and has held it in 2 quarters since. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Waverly Advisors held 20,985 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $305K as of Q2 2026.
  • Waverly Advisors left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1406 holding.
  • Waverly Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.