WWA
EOI

WCG Wealth Advisors’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

WCG Wealth Advisors’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
Q1 		$392K Hold
20,874
– – 0.01% 486
2025
Q4 		$429K Hold
20,874
– – 0.01% 463
2025
Q3 		$438K Hold
20,874
– – 0.03% 304
2025
Q2 		$437K Buy
20,874
+9,362
+81% +$181K 0.03% 307
2025
Q1 		$216K Buy
+11,512
New +$233K 0.02% 282

Other funds holding EOI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WCG Wealth Advisors's EOI Position: Q1 2026 in Review

WCG Wealth Advisors held its Eaton Vance Enhanced Equity Income Fund (EOI) position steady in Q1 2026 at 20,874 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #486.

WCG Wealth Advisors first reported a position in EOI in Q1 2025 and has held it in 5 quarters since. The position peaked at $438K in Q3 2025. 83 funds tracked by Wall St. Rank hold EOI as of Q1 2026.

  • WCG Wealth Advisors held 20,874 shares of Eaton Vance Enhanced Equity Income Fund worth $392K as of Q1 2026.
  • WCG Wealth Advisors left its Eaton Vance Enhanced Equity Income Fund share count unchanged in Q1 2026.
  • Eaton Vance Enhanced Equity Income Fund made up 0.01% of WCG Wealth Advisors's portfolio in Q1 2026, its #486 holding.
  • WCG Wealth Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2025 and has held it in 5 quarters since.
  • WCG Wealth Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $438K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.