WealthCare Investment Partners, LLC
Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund
CIK 1908462
PORTSMOUTH, RI
Position in ETY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$147,362
+$9,462 QoQ
Shares Held
10,135
+1.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#159
of 210 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WealthCare Investment Partners, LLC holds $350,360 across 3 Asset Management names. ETY ranks #1 (42.1% of the industry book) .
All Filings in ETY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,362 | 10,135 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $137,900 | 10,000 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $153,400 | 10,000 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $159,000 | 10,000 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||