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Wealth Alliance’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Wealth Alliance’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 		$277K Buy
19,077
+157
+0.8% +$2.29K 0.02% 476
2026
Q1 		$261K Sell
18,920
-1,552
-8% -$22.9K 0.03% 469
2025
Q4 		$314K Buy
20,472
+142
+0.7% +$2.2K 0.03% 421
2025
Q3 		$323K Buy
20,330
+1,106
+6% +$17.4K 0.03% 399
2025
Q2 		$297K Buy
19,224
+861
+5% +$12.3K 0.03% 413
2025
Q1 		$262K Buy
18,363
+820
+5% +$12.3K 0.03% 431
2024
Q4 		$262K Buy
17,543
+334
+2% +$4.97K 0.03% 419
2024
Q3 		$252K Buy
17,209
+3,012
+21% +$42.3K 0.03% 446
2024
Q2 		$199K Buy
14,197
+767
+6% +$10.3K 0.03% 490
2024
Q1 		$179K Buy
13,430
+810
+6% +$10.3K 0.02% 499
2023
Q4 		$154K Buy
12,620
+7
+0.1% +$81 0.02% 495
2023
Q3 		$146K Buy
12,613
+7
+0.1% +$85 0.02% 472
2023
Q2 		$157K Buy
12,606
+1,223
+11% +$14.4K 0.02% 490
2023
Q1 		$133K Buy
11,383
+116
+1% +$1.34K 0.02% 487
2022
Q4 		$122K Buy
11,267
+14
+0.1% +$161 0.02% 473
2022
Q3 		$122K Buy
11,253
+14
+0.1% +$173 0.02% 435
2022
Q2 		$127K Buy
11,239
+14
+0.1% +$174 0.02% 424
2022
Q1 		$157K Buy
11,225
+598
+6% +$8.35K 0.03% 430
2021
Q4 		$160K Hold
10,627
– – 0.03% 433
2021
Q3 		$148K Hold
10,627
– – 0.03% 413
2021
Q2 		$150K Hold
10,627
– – 0.04% 411
2021
Q1 		$136K Hold
10,627
– – 0.04% 378
2020
Q4 		$130K Hold
10,627
– – 0.04% 372
2020
Q3 		$116K Hold
10,627
– – 0.04% 310
2020
Q2 		$115K Hold
10,627
– – 0.05% 296
2020
Q1 		$99K Hold
10,627
– – 0.05% 227
2019
Q4 		$133K Buy
+10,627
New +$129K 0.09% 80

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

Wealth Alliance's ETY Position: Q2 2026 in Review

Wealth Alliance increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 0.83% in Q2 2026, buying an estimated $2.29K and bringing the position to 19,077 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #476.

Wealth Alliance first reported a position in ETY in Q4 2019 and has held it in 27 quarters since. The position peaked at $323K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Wealth Alliance held 19,077 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $277K as of Q2 2026.
  • Wealth Alliance bought 157 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $2.29K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #476 holding.
  • Wealth Alliance first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2019 and has held it in 27 quarters since.
  • Wealth Alliance's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $323K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.