WWA
EOS

WCG Wealth Advisors’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

WCG Wealth Advisors’s Portfolio EOS Stock Details EOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,100
Closed -$242K – 507
2025
Q3 		$242K Sell
10,100
-8,000
-44% -$193K 0.02% 329
2025
Q2 		$438K Sell
18,100
-550
-3% -$12.1K 0.03% 306
2025
Q1 		$394K Buy
+18,650
New +$435K 0.03% 253

Other funds holding EOS

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WCG Wealth Advisors's EOS Position: Q4 2025 in Review

WCG Wealth Advisors sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q4 2025, closing a stake of 10,100 shares — an estimated $242K sold.

WCG Wealth Advisors first reported a position in EOS in Q1 2025 and held it in 3 quarters. The position peaked at $438K in Q2 2025. 137 funds tracked by Wall St. Rank hold EOS as of Q4 2025.

  • WCG Wealth Advisors reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q4 2025 after selling out during the quarter.
  • WCG Wealth Advisors sold 10,100 Eaton Vance Enhance Equity Income Fund II shares in Q4 2025, an estimated $242K.
  • WCG Wealth Advisors first reported a position in Eaton Vance Enhance Equity Income Fund II in Q1 2025 and held it in 3 quarters.
  • WCG Wealth Advisors's Eaton Vance Enhance Equity Income Fund II position peaked at $438K in Q2 2025.
  • 137 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q4 2025.

Based on WCG Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.