World Investment Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

World Investment Advisors’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	$282K	Sell	11,279 -1,877	-14%	-$49.3K	﹤0.01%	1270
2026 Q1	$323K	Buy	13,156 +9	+0.1%	+$230	0.01%	1213
2025 Q4	$331K	Buy	13,147 +3,458	+36%	+$84.4K	0.01%	1135
2025 Q3	$237K	Buy	+9,689	New	+$234K	﹤0.01%	1093
2022 Q1	–	Sell	-11,000	Closed	-$312K	–	274
2021 Q4	$312K	Hold	11,000	–	–	0.07%	202
2021 Q3	$302K	Buy	11,000 +1,450	+15%	+$40.5K	0.07%	182
2021 Q2	$264K	Buy	+9,550	New	+$263K	0.06%	203

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

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

World Investment Advisors reduced its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 14% in Q2 2026, selling an estimated $49.3K and leaving 11,279 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

World Investment Advisors first reported a position in EVT in Q2 2021 and has held it in 7 quarters since. The position peaked at $331K in Q4 2025. 156 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

World Investment Advisors held 11,279 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $282K as of Q2 2026.
World Investment Advisors sold 1,877 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $49.3K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1270 holding.
World Investment Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2021 and has held it in 7 quarters since.
World Investment Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $331K in Q4 2025.
156 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

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