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WealthTrak Capital Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

WealthTrak Capital Management’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
2025
Q3 		– Sell
-494
Closed -$7.64K – 356
2025
Q2 		$7.64K Hold
494
– – 0.01% 226
2025
Q1 		$7.04K Sell
494
-452
-48% -$6.78K 0.01% 198
2024
Q4 		$14.1K Buy
+946
New +$14.1K 0.01% 147

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

WealthTrak Capital Management's ETY Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2025, closing a stake of 494 shares — an estimated $7.64K sold.

WealthTrak Capital Management first reported a position in ETY in Q4 2024 and held it in 3 quarters. The position peaked at $14.1K in Q4 2024. 195 funds tracked by Wall St. Rank hold ETY as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 494 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2025, an estimated $7.64K.
  • WealthTrak Capital Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $14.1K in Q4 2024.
  • 195 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.