WWA
ETJ

WCG Wealth Advisors’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

WCG Wealth Advisors’s Portfolio ETJ Stock Details ETJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$418K Buy
51,136
+450
+0.9% +$3.89K 0.01% 478
2025
Q4 		$447K Hold
50,686
– – 0.01% 458
2025
Q3 		$456K Hold
50,686
– – 0.03% 301
2025
Q2 		$458K Buy
50,686
+21,224
+72% +$183K 0.03% 301
2025
Q1 		$249K Buy
+29,462
New +$265K 0.02% 272

Other funds holding ETJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

WCG Wealth Advisors increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 0.89% in Q1 2026, buying an estimated $3.89K and bringing the position to 51,136 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #478.

WCG Wealth Advisors first reported a position in ETJ in Q1 2025 and has held it in 5 quarters since. The position peaked at $458K in Q2 2025. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • WCG Wealth Advisors held 51,136 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $418K as of Q1 2026.
  • WCG Wealth Advisors bought 450 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $3.89K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.01% of WCG Wealth Advisors's portfolio in Q1 2026, its #478 holding.
  • WCG Wealth Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2025 and has held it in 5 quarters since.
  • WCG Wealth Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $458K in Q2 2025.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

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