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Eaton Vance California Mun. Income Trust shares owned by Whipplewood Advisors

Quarter-by-quarter ownership of Eaton Vance California Mun. Income Trust (CEV) shares owned by Whipplewood Advisors from 13F filings

Historical chart of Whipplewood Advisors investment in Eaton Vance California Mun. Income Trust

Tip: Access up to 7 years of quarterly data

All positions including Eaton Vance California Mun. Income Trust held by Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton Vance California Mun. Income Trust by Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $181k 18k 10.08
2025-06-30 $170k 18k 9.69
2025-03-31 $169k 90k 1.87

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Janus Detroit Street Trust Exchange Traded Fund (JAAA)
Innovator ETF Trust Exchange Traded Fund (BALT)
Tesla Common / Ordinary Stock (TSLA)
Vanguard Etf/usa Exchange Traded Fund (VIG)
JP Morgan Investment Management Exchange Traded Fund (JEPI)
ARK Investment Management Exchange Traded Fund (ARKK)
BlackRock Fund Advisors Exchange Traded Fund (MTUM)
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Apple Common / Ordinary Stock (AAPL)
First Trust ETFs/USA Exchange Traded Fund (RDVI)
Vanguard Etf/usa Exchange Traded Fund (VIGI)
Western Asset Management Closed-end Fund (WEA)
Vanguard ETF/USA Exchange Traded Fund (VEA)
Charles Schwab Investment Management Exchange Traded Fund (FNDF)
JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood Advisors

Top funds holding Eaton Vance California Mun. Income Trust

Saba Capital Management
Guggenheim Capital, LLC Managers
Hennion & Walsh Asset Management
LPL Financial
Morgan Stanley
Rockefeller Capital Management
WESCAP Management
Cypress Wealth Services
Raymond James Financial
Advisors Asset Management
Wells Fargo & Company
Vivaldi Capital Management
Sontag Advisory
UBS Group
Atala Financial

View all funds holding Eaton Vance California Mun. Income Trust