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ETY icon

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

Wealth Effects’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 		$665K Buy
45,709
+902
+2% +$13.2K 0.18% 102
2026
Q1 		$618K Sell
44,807
-560
-1% -$8.27K 0.22% 88
2025
Q4 		$696K Sell
45,367
-713
-2% -$11.1K 0.22% 85
2025
Q3 		$733K Buy
46,080
+2,268
+5% +$35.7K 0.24% 78
2025
Q2 		$678K Sell
43,812
-5,764
-12% -$82.6K 0.25% 78
2025
Q1 		$707K Sell
49,576
-5,014
-9% -$75.2K 0.3% 68
2024
Q4 		$816K Buy
54,590
+1,336
+3% +$19.9K 0.29% 67
2024
Q3 		$780K Sell
53,254
-883
-2% -$12.4K 0.27% 74
2024
Q2 		$761K Sell
54,137
-8,560
-14% -$115K 0.28% 73
2024
Q1 		$838K Buy
62,697
+157
+0.3% +$2K 0.31% 69
2023
Q4 		$762K Sell
62,540
-1,389
-2% -$16.1K 0.29% 78
2023
Q3 		$738K Buy
63,929
+45
+0.1% +$546 0.36% 62
2023
Q2 		$796K Buy
63,884
+195
+0.3% +$2.29K 0.35% 61
2023
Q1 		$743K Sell
63,689
-1,831
-3% -$21.1K 0.38% 57
2022
Q4 		$712K Buy
65,520
+2,646
+4% +$30.4K 0.41% 59
2022
Q3 		$683K Sell
62,874
-259
-0.4% -$3.2K 0.42% 57
2022
Q2 		$715K Buy
63,133
+37
+0.1% +$459 0.43% 59
2022
Q1 		$881K Buy
63,096
+32
+0.1% +$447 0.41% 56
2021
Q4 		$949K Buy
+63,064
New +$921K 0.39% 56

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 Effects's ETY Position: Q2 2026 in Review

Wealth Effects increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 2% in Q2 2026, buying an estimated $13.2K and bringing the position to 45,709 shares worth $665K. The position accounts for 0.18% of the portfolio, ranked #102.

Wealth Effects first reported a position in ETY in Q4 2021 and has held it in 19 quarters since. The position peaked at $949K in Q4 2021. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Wealth Effects held 45,709 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $665K as of Q2 2026.
  • Wealth Effects bought 902 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $13.2K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.18% of Wealth Effects's portfolio in Q2 2026, its #102 holding.
  • Wealth Effects first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $949K in Q4 2021.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.