WS
ETY icon

Wedbush Securities’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Wedbush Securities’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
Q1 		$1.75M Sell
126,851
-11,839
-9% -$175K 0.05% 298
2025
Q4 		$2.13M Sell
138,690
-587
-0.4% -$9.1K 0.06% 240
2025
Q3 		$2.21M Buy
139,277
+79
+0.1% +$1.24K 0.07% 212
2025
Q2 		$2.15M Sell
139,198
-97
-0.1% -$1.39K 0.08% 191
2025
Q1 		$1.99M Sell
139,295
-414
-0.3% -$6.21K 0.07% 205
2024
Q4 		$2.09M Buy
139,709
+23,671
+20% +$352K 0.07% 190
2024
Q3 		$1.7M Sell
116,038
-10,754
-8% -$151K 0.06% 230
2024
Q2 		$1.78M Sell
126,792
-50,908
-29% -$687K 0.06% 221
2024
Q1 		$2.37M Buy
177,700
+126,009
+244% +$1.61M 0.09% 171
2023
Q4 		$630K Sell
51,691
-680
-1% -$7.87K 0.03% 480
2023
Q3 		$604K Sell
52,371
-2,255
-4% -$27.3K 0.03% 455
2023
Q2 		$681K Buy
54,626
+12,723
+30% +$150K 0.03% 450
2023
Q1 		$489K Buy
41,903
+6,201
+17% +$71.6K 0.02% 541
2022
Q4 		$388K Buy
35,702
+5,184
+17% +$59.6K 0.02% 609
2022
Q3 		$331K Buy
30,518
+2,339
+8% +$28.9K 0.02% 675
2022
Q2 		$319K Buy
28,179
+4,495
+19% +$55.7K 0.02% 725
2022
Q1 		$331K Sell
23,684
-8,615
-27% -$120K 0.02% 752
2021
Q4 		$486K Buy
32,299
+3,923
+14% +$57.3K 0.02% 643
2021
Q3 		$396K Buy
28,376
+1,644
+6% +$23.6K 0.02% 709
2021
Q2 		$376K Sell
26,732
-1,403
-5% -$19.1K 0.02% 743
2021
Q1 		$359K Buy
28,135
+2,765
+11% +$34.6K 0.02% 723
2020
Q4 		$311K Buy
25,370
+4,714
+23% +$54.8K 0.03% 631
2020
Q3 		$225K Sell
20,656
-539
-3% -$5.99K 0.02% 730
2020
Q2 		$228K Buy
21,195
+2,978
+16% +$30.8K 0.02% 720
2020
Q1 		$170K Buy
+18,217
New +$209K 0.02% 714
2018
Q4 		– Sell
-19,763
Closed -$254K – 864
2018
Q3 		$254K Buy
19,763
+130
+0.7% +$1.65K 0.03% 664
2018
Q2 		$238K Buy
19,633
+729
+4% +$8.88K 0.03% 658
2018
Q1 		$219K Buy
18,904
+6,443
+52% +$77.2K 0.03% 648
2017
Q4 		$152K Sell
12,461
-1,405
-10% -$16.7K 0.02% 758
2017
Q3 		$162K Buy
13,866
+431
+3% +$4.92K 0.02% 740
2017
Q2 		$152K Buy
13,435
+1,293
+11% +$14.6K 0.02% 745
2017
Q1 		$134K Sell
12,142
-399
-3% -$4.32K 0.02% 743
2016
Q4 		$130K Buy
+12,541
New +$130K 0.02% 715
2015
Q1 		– Sell
-11,925
Closed -$133K – 757
2014
Q4 		$133K Sell
11,925
-6,367
-35% -$72.8K 0.02% 623
2014
Q3 		$209K Buy
18,292
+62
+0.3% +$727 0.03% 540
2014
Q2 		$213K Buy
18,230
+1,248
+7% +$14.2K 0.03% 512
2014
Q1 		$189K Sell
16,982
-1,127
-6% -$12.5K 0.03% 523
2013
Q4 		$198K Buy
18,109
+196
+1% +$2.09K 0.05% 469
2013
Q3 		$181K Buy
17,913
+202
+1% +$2.1K 0.05% 451
2013
Q2 		$180K Buy
+17,711
New +$183K 0.05% 431

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
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wedbush Securities's ETY Position: Q1 2026 in Review

Wedbush Securities reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 8.5% in Q1 2026, selling an estimated $175K and leaving 126,851 shares worth $1.75M. The position accounts for 0.05% of the portfolio, ranked #298.

Wedbush Securities first reported a position in ETY in Q2 2013 and has held it in 40 quarters since. The position peaked at $2.37M in Q1 2024. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

  • Wedbush Securities held 126,851 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $1.75M as of Q1 2026.
  • Wedbush Securities sold 11,839 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $175K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.05% of Wedbush Securities's portfolio in Q1 2026, its #298 holding.
  • Wedbush Securities first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2013 and has held it in 40 quarters since.
  • Wedbush Securities's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $2.37M in Q1 2024.
  • 207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.