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Wealthcare Advisory Partners’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Wealthcare Advisory Partners’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 		$150K Buy
10,294
+114
+1% +$1.66K ﹤0.01% 1049
2026
Q1 		$140K Buy
10,180
+113
+1% +$1.67K ﹤0.01% 1040
2025
Q4 		$154K Buy
+10,067
New +$156K ﹤0.01% 1033

Other funds holding ETY

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CWM
C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

Wealthcare Advisory Partners's ETY Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 1.1% in Q2 2026, buying an estimated $1.66K and bringing the position to 10,294 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Wealthcare Advisory Partners first reported a position in ETY in Q4 2025 and has held it in 3 quarters since. The position peaked at $154K in Q4 2025. 46 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Wealthcare Advisory Partners held 10,294 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $150K as of Q2 2026.
  • Wealthcare Advisory Partners bought 114 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $1.66K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1049 holding.
  • Wealthcare Advisory Partners first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Wealthcare Advisory Partners's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $154K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.