CWM, LLC

Position in EOI — Eaton Vance Enhanced Equity Income Fund

CIK 1535847 OMAHA, NE

Position in EOI

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$188,701

-$16,631 QoQ

Shares Held

10,048

+0.6% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#53

of 84 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $156,736,270 across 274 Asset Management names. EOI ranks #81 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	161,324	$14,541,745
2	AMP	Ameriprise Financial Inc	31,625	$14,054,150
3	BLK	BlackRock, Inc.	13,303	$12,793,628
4	KKR	KKR & Co. Inc.	121,243	$11,214,977
5	BX	Blackstone Inc.	89,727	$10,317,707
6	NTRS	Northern Trust Corp	66,054	$9,219,156
7	JHG	Janus Henderson Group Ltc.	160,591	$8,249,559
8	IVZ	Invesco Ltd.	296,702	$7,206,891

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$188,701	10,048	+0.6%	Shares	Sole	2026-05-14
2025-12-31	$205,332	9,987	+0.6%	Shares	Sole	2026-01-26
2025-09-30	$208,509	9,929	+0.6%	Shares	Sole	2025-10-15
2025-06-30	$206,564	9,874	+0.6%	Shares	Sole	2025-07-25
2025-03-31	$184,148	9,816	+0.6%	Shares	Sole	2025-05-01
2024-12-31	$202,715	9,760	-0.5%	Shares	Sole	2025-02-04
2024-09-30	$198,415	9,808	+0.2%	Shares	Sole	2024-10-08
2024-06-30	$190,219	9,790	0.0%	Shares	Sole	2024-07-10
2024-03-31	$178,471	9,790	0.0%	Shares	Sole	2024-04-05
2023-12-31	$162,318	9,790	0.0%	Shares	Sole	2024-02-01
2023-09-30	$155,171	9,790	0.0%	Shares	Sole	2023-10-11
2023-06-30	$161,437	9,790	0.0%	Shares	Sole	2023-08-03
2023-03-31	$149,003	9,790	0.0%	Shares	Sole	2023-05-01
2022-12-31	$146,164	9,790	0.0%	Shares	Sole	2023-02-01
2022-09-30	$138,039	9,790	0.0%	Shares	Sole	2022-10-27
2022-06-30	$144,500	9,790	0.0%	Shares	Sole	2022-07-28
2022-03-31	$180,233	9,790	0.0%	Shares	Sole	2022-04-21
2021-12-31	$197,366	9,790	0.0%	Shares	Sole	2022-01-31
2021-06-30	$181,702	9,790	0.0%	Shares	Sole	2021-09-15
2021-03-31	$164,667	9,790	0.0%	Shares	Sole	2021-09-15
2020-12-31	$158,304	9,790	0.0%	Shares	Sole	2021-09-15
2020-09-30	$143,325	9,790	0.0%	Shares	Sole	2021-09-15
2020-06-30	$138,626	9,790	0.0%	Shares	Sole	2021-09-15
2020-03-31	$118,556	9,790	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.