WMG
CEV

WESCAP Management Group’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

WESCAP Management Group’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 		$505K Buy
50,218
+1,460
+3% +$15.1K 0.1% 89
2025
Q4 		$490K Sell
48,758
-13,462
-22% -$138K 0.1% 88
2025
Q3 		$627K Buy
62,220
+3,389
+6% +$32.7K 0.13% 79
2025
Q2 		$570K Buy
+58,831
New +$570K 0.13% 76

Other funds holding CEV

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
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
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
AF
Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return
WS
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WESCAP Management Group's CEV Position: Q1 2026 in Review

WESCAP Management Group increased its Eaton Vance California Municipal Income Trust (CEV) stake by 3% in Q1 2026, buying an estimated $15.1K and bringing the position to 50,218 shares worth $505K. The position accounts for 0.1% of the portfolio, ranked #89.

WESCAP Management Group first reported a position in CEV in Q2 2025 and has held it in 4 quarters since. The position peaked at $627K in Q3 2025. 34 funds tracked by Wall St. Rank hold CEV as of Q1 2026.

  • WESCAP Management Group held 50,218 shares of Eaton Vance California Municipal Income Trust worth $505K as of Q1 2026.
  • WESCAP Management Group bought 1,460 Eaton Vance California Municipal Income Trust shares in Q1 2026, an estimated $15.1K.
  • Eaton Vance California Municipal Income Trust made up 0.1% of WESCAP Management Group's portfolio in Q1 2026, its #89 holding.
  • WESCAP Management Group first reported a position in Eaton Vance California Municipal Income Trust in Q2 2025 and has held it in 4 quarters since.
  • WESCAP Management Group's Eaton Vance California Municipal Income Trust position peaked at $627K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q1 2026.

Based on WESCAP Management Group's 13F filing for Q1 2026, filed 12 May 2026.