WANY
EVF

Wealthspire Advisors (New York)’s Eaton Vance Senior Income Trust EVF Stock Holding History

Wealthspire Advisors (New York)’s Portfolio EVF Stock Details EVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-900
Closed -$4.93K – 1608
2025
Q3 		$4.93K Buy
+900
New +$5.02K ﹤0.01% 2338

Other funds holding EVF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Eaton Vance Senior Income Trust (EVF) in Q4 2025, closing a stake of 900 shares — an estimated $4.93K sold.

Wealthspire Advisors (New York) first reported a position in EVF in Q3 2025 and held it in 1 quarter. The position peaked at $4.93K in Q3 2025. 53 funds tracked by Wall St. Rank hold EVF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Eaton Vance Senior Income Trust position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 900 Eaton Vance Senior Income Trust shares in Q4 2025, an estimated $4.93K.
  • Wealthspire Advisors (New York) first reported a position in Eaton Vance Senior Income Trust in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Eaton Vance Senior Income Trust position peaked at $4.93K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q4 2025.

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