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

Whipplewood Advisors’s Portfolio EVN Stock Details EVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$979K	Buy	94,081 +1,301	+1%	+$14.1K	0.51%	51
2025 Q4	$998K	Sell	92,780 -827	-0.9%	-$9.06K	0.64%	52
2025 Q3	$1.04M	Buy	93,607 +3,827	+4%	+$40.6K	0.68%	44
2025 Q2	$918K	Buy	89,780 +89,653	+70,593%	+$914K	0.5%	52
2025 Q1	$923K	Sell	127 -88,652	-100%	-$925K	0.55%	45
2024 Q4	$898K	Buy	+88,779	New	+$937K	0.51%	51

Other funds holding EVN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Whipplewood Advisors's EVN Position: Q1 2026 in Review

Whipplewood Advisors increased its Eaton Vance Municipal Income Trust (EVN) stake by 1.4% in Q1 2026, buying an estimated $14.1K and bringing the position to 94,081 shares worth $979K. The position accounts for 0.51% of the portfolio, ranked #51.

Whipplewood Advisors first reported a position in EVN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.04M in Q3 2025. 87 funds tracked by Wall St. Rank hold EVN as of Q1 2026.

Whipplewood Advisors held 94,081 shares of Eaton Vance Municipal Income Trust worth $979K as of Q1 2026.
Whipplewood Advisors bought 1,301 Eaton Vance Municipal Income Trust shares in Q1 2026, an estimated $14.1K.
Eaton Vance Municipal Income Trust made up 0.51% of Whipplewood Advisors's portfolio in Q1 2026, its #51 holding.
Whipplewood Advisors first reported a position in Eaton Vance Municipal Income Trust in Q4 2024 and has held it in 6 quarters since.
Whipplewood Advisors's Eaton Vance Municipal Income Trust position peaked at $1.04M in Q3 2025.
87 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.