WA
CEV

Whipplewood Advisors’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Whipplewood Advisors’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 		$197K Buy
18,727
+785
+4% +$8.07K 0.13% 96
2026
Q1 		$181K Buy
17,942
+40
+0.2% +$414 0.09% 138
2025
Q4 		$180K Hold
17,902
– – 0.12% 128
2025
Q3 		$180K Buy
17,902
+308
+2% +$2.97K 0.12% 127
2025
Q2 		$170K Sell
17,594
-72,400
-80% -$701K 0.09% 182
2025
Q1 		$169K Buy
89,994
+73,190
+436% +$743K 0.1% 178
2024
Q4 		$169K Buy
+16,804
New +$177K 0.1% 178

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
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 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

Whipplewood Advisors's CEV Position: Q2 2026 in Review

Whipplewood Advisors increased its Eaton Vance California Municipal Income Trust (CEV) stake by 4.4% in Q2 2026, buying an estimated $8.07K and bringing the position to 18,727 shares worth $197K. The position accounts for 0.13% of the portfolio, ranked #96.

Whipplewood Advisors first reported a position in CEV in Q4 2024 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold CEV as of Q2 2026.

  • Whipplewood Advisors held 18,727 shares of Eaton Vance California Municipal Income Trust worth $197K as of Q2 2026.
  • Whipplewood Advisors bought 785 Eaton Vance California Municipal Income Trust shares in Q2 2026, an estimated $8.07K.
  • Eaton Vance California Municipal Income Trust made up 0.13% of Whipplewood Advisors's portfolio in Q2 2026, its #96 holding.
  • Whipplewood Advisors first reported a position in Eaton Vance California Municipal Income Trust in Q4 2024 and has held it in 7 quarters since.
  • 34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.