WOSD
EVF

WFA of San Diego’s Eaton Vance Senior Income Trust EVF Stock Holding History

WFA of San Diego’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
2026
Q1 		$32.5K Hold
6,505
– – 0.03% 217
2025
Q4 		$34.3K Sell
6,505
-350
-5% -$1.88K 0.03% 223
2025
Q3 		$37.6K Buy
6,855
+995
+17% +$5.55K 0.03% 228
2025
Q2 		$33.3K Buy
+5,860
New +$32.8K 0.02% 236
2024
Q3 		$7.26K Hold
1,175
– – 0.01% 303
2024
Q2 		$7.45K Buy
+1,175
New +$7.5K 0.01% 299
2023
Q3 		$6.93K Buy
1,175
+25
+2% +$141 0.01% 296
2023
Q2 		$6.28K Buy
+1,150
New +$6.11K 0.01% 295

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
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFA of San Diego's EVF Position: Q1 2026 in Review

WFA of San Diego held its Eaton Vance Senior Income Trust (EVF) position steady in Q1 2026 at 6,505 shares worth $32.5K. The position accounts for 0.03% of the portfolio, ranked #217.

WFA of San Diego first reported a position in EVF in Q2 2023 and has held it in 8 quarters since. The position peaked at $37.6K in Q3 2025. 54 funds tracked by Wall St. Rank hold EVF as of Q1 2026.

  • WFA of San Diego held 6,505 shares of Eaton Vance Senior Income Trust worth $32.5K as of Q1 2026.
  • WFA of San Diego left its Eaton Vance Senior Income Trust share count unchanged in Q1 2026.
  • Eaton Vance Senior Income Trust made up 0.03% of WFA of San Diego's portfolio in Q1 2026, its #217 holding.
  • WFA of San Diego first reported a position in Eaton Vance Senior Income Trust in Q2 2023 and has held it in 8 quarters since.
  • WFA of San Diego's Eaton Vance Senior Income Trust position peaked at $37.6K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.