WANY
EOS

Wealthspire Advisors (New York)’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

Wealthspire Advisors (New York)’s Portfolio EOS Stock Details EOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,019
Closed -$192K – 1578
2025
Q3 		$192K Buy
+8,019
New +$193K ﹤0.01% 809

Other funds holding EOS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealthspire Advisors (New York)'s EOS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Eaton Vance Enhance Equity Income Fund II (EOS) in Q4 2025, closing a stake of 8,019 shares — an estimated $192K sold.

Wealthspire Advisors (New York) first reported a position in EOS in Q3 2025 and held it in 1 quarter. The position peaked at $192K in Q3 2025. 137 funds tracked by Wall St. Rank hold EOS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Eaton Vance Enhance Equity Income Fund II position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 8,019 Eaton Vance Enhance Equity Income Fund II shares in Q4 2025, an estimated $192K.
  • Wealthspire Advisors (New York) first reported a position in Eaton Vance Enhance Equity Income Fund II in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Eaton Vance Enhance Equity Income Fund II position peaked at $192K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.