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

Whittier Trust’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	$29.9K	Hold	2,840	–	–	﹤0.01%	957
2026 Q1	$28.1K	Sell	2,840 -469	-14%	-$4.85K	﹤0.01%	939
2025 Q4	$33.3K	Hold	3,309	–	–	﹤0.01%	948
2025 Q3	$33.4K	Sell	3,309 -788	-19%	-$7.61K	﹤0.01%	928
2025 Q2	$39.7K	Hold	4,097	–	–	﹤0.01%	988
2025 Q1	$41K	Sell	4,097 -2,755	-40%	-$28K	﹤0.01%	966
2024 Q4	$68.8K	Hold	6,852	–	–	﹤0.01%	875
2024 Q3	$74.5K	Hold	6,852	–	–	﹤0.01%	855
2024 Q2	$74.5K	Hold	6,852	–	–	﹤0.01%	837
2024 Q1	$72.7K	Hold	6,852	–	–	﹤0.01%	857
2023 Q4	$70.8K	Buy	6,852 +4,012	+141%	+$38.5K	﹤0.01%	847
2023 Q3	$26K	Sell	2,840 -1,044	-27%	-$10.2K	﹤0.01%	1062
2023 Q2	$38.8K	Sell	3,884 -3,299	-46%	-$33.1K	﹤0.01%	985
2023 Q1	$73.5K	Sell	7,183 -155	-2%	-$1.58K	﹤0.01%	887
2022 Q4	$73.2K	Hold	7,338	–	–	﹤0.01%	892
2022 Q3	$70K	Sell	7,338 -6,600	-47%	-$70.1K	﹤0.01%	904
2022 Q2	$149K	Buy	13,938 +5,640	+68%	+$60.4K	﹤0.01%	705
2022 Q1	$95K	Hold	8,298	–	–	﹤0.01%	830
2021 Q4	$112K	Sell	8,298 -110	-1%	-$1.51K	﹤0.01%	797
2021 Q3	$115K	Sell	8,408 -31,723	-79%	-$444K	﹤0.01%	749
2021 Q2	$561K	Sell	40,131 -5,451	-12%	-$74.1K	0.01%	455
2021 Q1	$604K	Buy	+45,582	New	+$611K	0.01%	438
2020 Q4	–	Sell	-55,225	Closed	-$734K	–	1397
2020 Q3	$734K	Sell	55,225 -2,713	-5%	-$36.5K	0.02%	367
2020 Q2	$763K	Sell	57,938 -4,413	-7%	-$55.7K	0.02%	341
2020 Q1	$830K	Buy	62,351 +3,009	+5%	+$39.8K	0.03%	312
2019 Q4	$800K	Buy	59,342 +24,058	+68%	+$320K	0.02%	336
2019 Q3	$474K	Buy	35,284 +13,570	+62%	+$178K	0.01%	408
2019 Q2	$269K	Buy	21,714 +1,500	+7%	+$18.3K	0.01%	486
2019 Q1	$243K	Buy	20,214 +14,400	+248%	+$168K	0.01%	495
2018 Q4	$64K	Hold	5,814	–	–	﹤0.01%	729
2018 Q3	$65K	Hold	5,814	–	–	﹤0.01%	716
2018 Q2	$67K	Hold	5,814	–	–	﹤0.01%	701
2018 Q1	$66K	Hold	5,814	–	–	﹤0.01%	717
2017 Q4	$71K	Hold	5,814	–	–	﹤0.01%	679
2017 Q3	$73K	Hold	5,814	–	–	﹤0.01%	663
2017 Q2	$73K	Hold	5,814	–	–	﹤0.01%	635
2017 Q1	$71K	Hold	5,814	–	–	﹤0.01%	647
2016 Q4	$72K	Hold	5,814	–	–	﹤0.01%	642
2016 Q3	$80K	Hold	5,814	–	–	﹤0.01%	619
2016 Q2	$82K	Hold	5,814	–	–	﹤0.01%	629
2016 Q1	$84K	Hold	5,814	–	–	﹤0.01%	621
2015 Q4	$78K	Hold	5,814	–	–	﹤0.01%	641
2015 Q3	$76K	Hold	5,814	–	–	﹤0.01%	632
2015 Q2	$72K	Sell	5,814 -1	-0%	-$13	﹤0.01%	667
2015 Q1	$78K	Hold	5,815	–	–	﹤0.01%	638
2014 Q4	$76K	Hold	5,815	–	–	﹤0.01%	597
2014 Q3	$72K	Hold	5,815	–	–	﹤0.01%	597
2014 Q2	$73K	Hold	5,815	–	–	﹤0.01%	597
2014 Q1	$70K	Hold	5,815	–	–	﹤0.01%	605
2013 Q4	$65K	Hold	5,815	–	–	﹤0.01%	623
2013 Q3	$69K	Hold	5,815	–	–	﹤0.01%	604
2013 Q2	$71K	Buy	+5,815	New	+$78.6K	﹤0.01%	587

Other funds holding CEV

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

Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

VCWA

Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Whittier Trust's CEV Position: Q2 2026 in Review

Whittier Trust held its Eaton Vance California Municipal Income Trust (CEV) position steady in Q2 2026 at 2,840 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Whittier Trust first reported a position in CEV in Q2 2013 and has held it in 52 quarters since. The position peaked at $830K in Q1 2020. 12 funds tracked by Wall St. Rank hold CEV as of Q2 2026.

Whittier Trust held 2,840 shares of Eaton Vance California Municipal Income Trust worth $29.9K as of Q2 2026.
Whittier Trust left its Eaton Vance California Municipal Income Trust share count unchanged in Q2 2026.
Eaton Vance California Municipal Income Trust made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #957 holding.
Whittier Trust first reported a position in Eaton Vance California Municipal Income Trust in Q2 2013 and has held it in 52 quarters since.
Whittier Trust's Eaton Vance California Municipal Income Trust position peaked at $830K in Q1 2020.
12 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.