Wetherby Asset Management Inc

SEC CIK: 0001279627
Latest filing: Nov 14, 2025

SEC filings (opens in a new tab)

EOS holding history

Eaton Vance Enhanced Equity Income Fund II in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EOS overview All 13F holders of EOS Full Q3 2025 holdings

Shares (Q3 2025): 8,389
Value: $200.7K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2024

Holdings of EOS by Wetherby Asset Management Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	8,389	$200.7K	<0.1%	00.0%	Unchanged	Holders
Q2 2025	8,389	$203.1K	<0.1%	–	No prior filing	Holders
Q1 2025	–	–	–	–	Not filed	Holders
Q4 2024	8,389	$200.9K	<0.1%	+8,389	New	Holders