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

WealthCare Investment 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 Q1	$138K	Hold	10,000	–	–	0.04%	189
2025 Q4	$153K	Hold	10,000	–	–	0.04%	181
2025 Q3	$159K	Buy	+10,000	New	+$157K	0.05%	169

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 $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B 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 $570B AUM 27.57% 1-Year Est. Return

WealthCare Investment Partners's ETY Position: Q1 2026 in Review

WealthCare Investment Partners held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q1 2026 at 10,000 shares worth $138K. The position accounts for 0.04% of the portfolio, ranked #189.

WealthCare Investment Partners first reported a position in ETY in Q3 2025 and has held it in 3 quarters since. The position peaked at $159K in Q3 2025. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

WealthCare Investment Partners held 10,000 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $138K as of Q1 2026.
WealthCare Investment Partners left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q1 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.04% of WealthCare Investment Partners's portfolio in Q1 2026, its #189 holding.
WealthCare Investment Partners first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2025 and has held it in 3 quarters since.
WealthCare Investment Partners's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $159K in Q3 2025.
207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.