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 Q2	$147K	Buy	10,135 +135	+1%	+$1.97K	0.04%	202
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 $1.89T 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

WealthCare Investment Partners's ETY Position: Q2 2026 in Review

WealthCare Investment Partners increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 1.4% in Q2 2026, buying an estimated $1.97K and bringing the position to 10,135 shares worth $147K. The position accounts for 0.04% of the portfolio, ranked #202.

WealthCare Investment Partners first reported a position in ETY in Q3 2025 and has held it in 4 quarters since. The position peaked at $159K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

WealthCare Investment Partners held 10,135 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $147K as of Q2 2026.
WealthCare Investment Partners bought 135 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $1.97K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.04% of WealthCare Investment Partners's portfolio in Q2 2026, its #202 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 4 quarters since.
WealthCare Investment Partners's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $159K in Q3 2025.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.