WIA
ETJ

World Investment Advisors’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

World Investment Advisors’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
Q1 		$93.4K Buy
11,435
+105
+0.9% +$908 ﹤0.01% 1534
2025
Q4 		$99.9K Buy
+11,330
New +$100K ﹤0.01% 1437

Other funds holding ETJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

World Investment Advisors increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 0.93% in Q1 2026, buying an estimated $908 and bringing the position to 11,435 shares worth $93.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

World Investment Advisors first reported a position in ETJ in Q4 2025 and has held it in 2 quarters since. The position peaked at $99.9K in Q4 2025. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • World Investment Advisors held 11,435 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $93.4K as of Q1 2026.
  • World Investment Advisors bought 105 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $908.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of World Investment Advisors's portfolio in Q1 2026, its #1534 holding.
  • World Investment Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2025 and has held it in 2 quarters since.
  • World Investment Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $99.9K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

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