WIA
EOS

World Investment Advisors’s Eaton Vance Enhance Equity Income Fund II EOS Stock Holding History

World Investment Advisors’s Portfolio EOS Stock Details EOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$542K Sell
26,482
-391
-1% -$8.57K 0.01% 951
2025
Q4 		$629K Buy
26,873
+16,043
+148% +$372K 0.01% 841
2025
Q3 		$259K Buy
+10,830
New +$261K 0.01% 1062

Other funds holding EOS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

World Investment Advisors's EOS Position: Q1 2026 in Review

World Investment Advisors reduced its Eaton Vance Enhance Equity Income Fund II (EOS) stake by 1.5% in Q1 2026, selling an estimated $8.57K and leaving 26,482 shares worth $542K. The position accounts for 0.01% of the portfolio, ranked #951.

World Investment Advisors first reported a position in EOS in Q3 2025 and has held it in 3 quarters since. The position peaked at $629K in Q4 2025. 124 funds tracked by Wall St. Rank hold EOS as of Q1 2026.

  • World Investment Advisors held 26,482 shares of Eaton Vance Enhance Equity Income Fund II worth $542K as of Q1 2026.
  • World Investment Advisors sold 391 Eaton Vance Enhance Equity Income Fund II shares in Q1 2026, an estimated $8.57K.
  • Eaton Vance Enhance Equity Income Fund II made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #951 holding.
  • World Investment Advisors first reported a position in Eaton Vance Enhance Equity Income Fund II in Q3 2025 and has held it in 3 quarters since.
  • World Investment Advisors's Eaton Vance Enhance Equity Income Fund II position peaked at $629K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Eaton Vance Enhance Equity Income Fund II as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.