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 Q2	$410K	Hold	20,874	–	–	0.01%	513
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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

RBFC

Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 1-Year Est. Return

WCG Wealth Advisors's EOI Position: Q2 2026 in Review

WCG Wealth Advisors held its Eaton Vance Enhanced Equity Income Fund (EOI) position steady in Q2 2026 at 20,874 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #513.

WCG Wealth Advisors first reported a position in EOI in Q1 2025 and has held it in 6 quarters since. The position peaked at $438K in Q3 2025. 91 funds tracked by Wall St. Rank hold EOI as of Q2 2026.

WCG Wealth Advisors held 20,874 shares of Eaton Vance Enhanced Equity Income Fund worth $410K as of Q2 2026.
WCG Wealth Advisors left its Eaton Vance Enhanced Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Enhanced Equity Income Fund made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #513 holding.
WCG Wealth Advisors first reported a position in Eaton Vance Enhanced Equity Income Fund in Q1 2025 and has held it in 6 quarters since.
WCG Wealth Advisors's Eaton Vance Enhanced Equity Income Fund position peaked at $438K in Q3 2025.
91 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q2 2026.

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