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WE
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
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
PS
Principal Securities
Des Moines, Iowa
$6.82B AUM
17.15%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
MPCG
Matrix Private Capital Group
New York
$207M AUM
16.87%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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