Winebrenner Capital Management’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Winebrenner Capital Management’s Portfolio ETJ Stock Details ETJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$248K	Sell	30,000 -20,000	-40%	-$167K	0.15%	124
2026 Q1	$409K	Hold	50,000	–	–	0.26%	94
2025 Q4	$441K	Sell	50,000 -30,000	-38%	-$265K	0.29%	90
2025 Q3	$719K	Hold	80,000	–	–	0.52%	59
2025 Q2	$723K	Sell	80,000 -10,000	-11%	-$86.2K	0.58%	52
2025 Q1	$761K	Hold	90,000	–	–	0.69%	47
2024 Q4	$838K	Buy	+90,000	New	+$836K	0.65%	51

Other funds holding ETJ

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Winebrenner Capital Management's ETJ Position: Q2 2026 in Review

Winebrenner Capital Management reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 40% in Q2 2026, selling an estimated $167K and leaving 30,000 shares worth $248K. The position accounts for 0.15% of the portfolio, ranked #124.

Winebrenner Capital Management first reported a position in ETJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $838K in Q4 2024. 21 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Winebrenner Capital Management held 30,000 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $248K as of Q2 2026.
Winebrenner Capital Management sold 20,000 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $167K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.15% of Winebrenner Capital Management's portfolio in Q2 2026, its #124 holding.
Winebrenner Capital Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2024 and has held it in 7 quarters since.
Winebrenner Capital Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $838K in Q4 2024.
21 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.