Wealthspire Advisors (New York)’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Wealthspire Advisors (New York)’s Portfolio CEV Stock Details CEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$244K	Hold	24,196	–	–	﹤0.01%	796
2025 Q4	$243K	Hold	24,196	–	–	﹤0.01%	890
2025 Q3	$244K	Hold	24,196	–	–	﹤0.01%	735
2025 Q2	$234K	Hold	24,196	–	–	﹤0.01%	740
2025 Q1	$242K	Hold	24,196	–	–	﹤0.01%	694
2024 Q4	$243K	Buy	24,196 +9,805	+68%	+$103K	﹤0.01%	695
2024 Q3	$156K	Hold	14,391	–	–	﹤0.01%	722
2024 Q2	$157K	Hold	14,391	–	–	﹤0.01%	631
2024 Q1	$153K	Hold	14,391	–	–	﹤0.01%	618
2023 Q4	$149K	Hold	14,391	–	–	﹤0.01%	627
2023 Q3	$132K	Hold	14,391	–	–	﹤0.01%	575
2023 Q2	$144K	Hold	14,391	–	–	﹤0.01%	541
2023 Q1	$147K	Buy	+14,391	New	+$147K	﹤0.01%	513

Other funds holding CEV

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Wealthspire Advisors (New York)'s CEV Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its Eaton Vance California Municipal Income Trust (CEV) position steady in Q1 2026 at 24,196 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Wealthspire Advisors (New York) first reported a position in CEV in Q1 2023 and has held it in 13 quarters since. The position peaked at $244K in Q3 2025. 34 funds tracked by Wall St. Rank hold CEV as of Q1 2026.

Wealthspire Advisors (New York) held 24,196 shares of Eaton Vance California Municipal Income Trust worth $244K as of Q1 2026.
Wealthspire Advisors (New York) left its Eaton Vance California Municipal Income Trust share count unchanged in Q1 2026.
Eaton Vance California Municipal Income Trust made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #796 holding.
Wealthspire Advisors (New York) first reported a position in Eaton Vance California Municipal Income Trust in Q1 2023 and has held it in 13 quarters since.
Wealthspire Advisors (New York)'s Eaton Vance California Municipal Income Trust position peaked at $244K in Q3 2025.
34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.