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
Q2 		$693K Buy
65,838
+15,620
+31% +$160K 0.13% 82
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AF
Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WESCAP Management Group's CEV Position: Q2 2026 in Review

WESCAP Management Group increased its Eaton Vance California Municipal Income Trust (CEV) stake by 31% in Q2 2026, buying an estimated $160K and bringing the position to 65,838 shares worth $693K. The position accounts for 0.13% of the portfolio, ranked #82.

WESCAP Management Group first reported a position in CEV in Q2 2025 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold CEV as of Q2 2026.

  • WESCAP Management Group held 65,838 shares of Eaton Vance California Municipal Income Trust worth $693K as of Q2 2026.
  • WESCAP Management Group bought 15,620 Eaton Vance California Municipal Income Trust shares in Q2 2026, an estimated $160K.
  • Eaton Vance California Municipal Income Trust made up 0.13% of WESCAP Management Group's portfolio in Q2 2026, its #82 holding.
  • WESCAP Management Group first reported a position in Eaton Vance California Municipal Income Trust in Q2 2025 and has held it in 5 quarters since.
  • 34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q2 2026.

Based on WESCAP Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.