Wolverine Asset Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Wolverine Asset Management’s Portfolio EVT Stock Details EVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$246K	Buy	+8,873	New	+$233K	﹤0.01%	1070
2026 Q1	–	Sell	-52,209	Closed	-$1.31M	–	1768
2025 Q4	$1.31M	Buy	52,209 +45,912	+729%	+$1.12M	0.01%	723
2025 Q3	$154K	Sell	6,297 -62,760	-91%	-$1.52M	﹤0.01%	1057
2025 Q2	$1.66M	Buy	69,057 +5,332	+8%	+$121K	0.02%	572
2025 Q1	$1.48M	Buy	+63,725	New	+$1.52M	0.02%	591
2024 Q4	–	Sell	-117,060	Closed	-$2.89M	–	1680
2024 Q3	$2.89M	Sell	117,060 -76,156	-39%	-$1.82M	0.03%	421
2024 Q2	$4.5M	Sell	193,216 -5,566	-3%	-$129K	0.05%	314
2024 Q1	$4.69M	Buy	198,782 +66,261	+50%	+$1.49M	0.05%	296
2023 Q4	$2.95M	Buy	132,521 +92,035	+227%	+$1.9M	0.03%	444
2023 Q3	$857K	Buy	+40,486	New	+$914K	0.01%	755
2023 Q1	–	Sell	-25,069	Closed	-$572K	–	1953
2022 Q4	$572K	Buy	+25,069	New	+$587K	0.01%	911
2020 Q4	–	Sell	-47,480	Closed	-$935K	–	1717
2020 Q3	$935K	Buy	47,480 +40,405	+571%	+$802K	0.01%	586
2020 Q2	$136K	Buy	+7,075	New	+$133K	﹤0.01%	1029
2019 Q2	–	Sell	-76,675	Closed	-$1.71M	–	1472
2019 Q1	$1.71M	Sell	76,675 -58,830	-43%	-$1.25M	0.02%	480
2018 Q4	$2.57M	Buy	+135,505	New	+$3.01M	0.03%	475
2017 Q2	–	Sell	-2,400	Closed	-$50K	–	1317
2017 Q1	$50K	Buy	+2,400	New	+$51.6K	﹤0.01%	1017
2015 Q3	–	Sell	-101,541	Closed	-$2.01M	–	1853
2015 Q2	$2.01M	Buy	+101,541	New	+$2.08M	0.05%	319
2014 Q3	–	Sell	-17,511	Closed	-$362K	–	2507
2014 Q2	$362K	Sell	17,511 -159,018	-90%	-$3.19M	0.01%	712
2014 Q1	$3.47M	Sell	176,529 -93,200	-35%	-$1.79M	0.07%	200
2013 Q4	$5.13M	Buy	269,729 +153,065	+131%	+$2.83M	0.1%	170
2013 Q3	$2.1M	Buy	116,664 +64,532	+124%	+$1.18M	0.05%	324
2013 Q2	$951K	Buy	+52,132	New	+$986K	0.02%	488

Other funds holding EVT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Wolverine Asset Management's EVT Position: Q2 2026 in Review

Wolverine Asset Management opened a new position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2026: 8,873 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #1070 among its holdings. This is a return to the name: Wolverine Asset Management previously reported a position in EVT as recently as Q4 2025.

Wolverine Asset Management first reported a position in EVT in Q2 2013 and has held it in 22 quarters since. The position peaked at $5.13M in Q4 2013. 157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Wolverine Asset Management held 8,873 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $246K as of Q2 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund was a new Wolverine Asset Management position in Q2 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Wolverine Asset Management's portfolio in Q2 2026, its #1070 holding.
Wolverine Asset Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2013 and has held it in 22 quarters since.
Wolverine Asset Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $5.13M in Q4 2013.
157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Wolverine Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.