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

Wealth Enhancement Advisory Services’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	$448K	Buy	30,710 +213	+0.7%	+$3.11K	﹤0.01%	2791
2026 Q1	$425K	Sell	30,497 -13,150	-30%	-$194K	﹤0.01%	2464
2025 Q4	$671K	Buy	43,647 +2,285	+6%	+$35.4K	﹤0.01%	2252
2025 Q3	$651K	Sell	41,362 -801	-2%	-$12.6K	﹤0.01%	2144
2025 Q2	$660K	Buy	42,163 +1,819	+5%	+$26.1K	﹤0.01%	2009
2025 Q1	$575K	Buy	+40,344	New	+$605K	﹤0.01%	1954
2023 Q4	–	Sell	-20,286	Closed	-$234K	–	2371
2023 Q3	$234K	Buy	+20,286	New	+$246K	﹤0.01%	1902

Other funds holding ETY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's ETY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 0.7% in Q2 2026, buying an estimated $3.11K and bringing the position to 30,710 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #2791.

Wealth Enhancement Advisory Services first reported a position in ETY in Q3 2023 and has held it in 7 quarters since. The position peaked at $671K in Q4 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Wealth Enhancement Advisory Services held 30,710 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $448K as of Q2 2026.
Wealth Enhancement Advisory Services bought 213 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $3.11K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2791 holding.
Wealth Enhancement Advisory Services first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2023 and has held it in 7 quarters since.
Wealth Enhancement Advisory Services's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $671K in Q4 2025.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.