WA
EVN

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
Q2 		$1.05M Sell
93,479
-602
-0.6% -$6.43K 0.71% 36
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Whipplewood Advisors's EVN Position: Q2 2026 in Review

Whipplewood Advisors reduced its Eaton Vance Municipal Income Trust (EVN) stake by 0.64% in Q2 2026, selling an estimated $6.43K and leaving 93,479 shares worth $1.05M. The position accounts for 0.71% of the portfolio, ranked #36.

Whipplewood Advisors first reported a position in EVN in Q4 2024 and has held it in 7 quarters since. 89 funds tracked by Wall St. Rank hold EVN as of Q2 2026.

  • Whipplewood Advisors held 93,479 shares of Eaton Vance Municipal Income Trust worth $1.05M as of Q2 2026.
  • Whipplewood Advisors sold 602 Eaton Vance Municipal Income Trust shares in Q2 2026, an estimated $6.43K.
  • Eaton Vance Municipal Income Trust made up 0.71% of Whipplewood Advisors's portfolio in Q2 2026, its #36 holding.
  • Whipplewood Advisors first reported a position in Eaton Vance Municipal Income Trust in Q4 2024 and has held it in 7 quarters since.
  • 89 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q2 2026.

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