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

World Investment Advisors’s Portfolio ETY Stock Details ETY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$177K	Sell	12,852 -8,901	-41%	-$130K	﹤0.01%	1467
2026 Q1	$300K	Sell	21,753 -134,414	-86%	-$1.99M	﹤0.01%	1256
2025 Q4	$2.4M	Buy	156,167 +15,373	+11%	+$238K	0.04%	419
2025 Q3	$2.24M	Buy	+140,794	New	+$2.22M	0.05%	378

Other funds holding ETY

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return

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

World Investment Advisors's ETY Position: Q2 2026 in Review

World Investment Advisors reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 41% in Q2 2026, selling an estimated $130K and leaving 12,852 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

World Investment Advisors first reported a position in ETY in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.4M in Q4 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

World Investment Advisors held 12,852 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $177K as of Q2 2026.
World Investment Advisors sold 8,901 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $130K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1467 holding.
World Investment Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2025 and has held it in 4 quarters since.
World Investment Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $2.4M in Q4 2025.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.