Wela Strategies, Inc. EVV — EATON VANCE LTD DURATION INC

Ownership history in Wela Strategies, Inc.  ·  5 quarters on record

AI Ownership Summary

Wela Strategies, Inc. reported EATON VANCE LTD DURATION INC (EVV) in 5 quarterly 13F filings from 2024 Q1 through 2025 Q2. Peak portfolio weight reached 0.29% in 2024 Q2. The latest visible filing shows EVV at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EVV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wela Strategies, Inc.'s position in EATON VANCE LTD DURATION INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

EVV was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EVV stock page Wela Strategies, Inc. fund profile Wela Strategies, Inc. full holdings
How Wela Strategies, Inc. held EVV — position size vs. price
% of Fund (quarterly)    EVV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED — — — 46,649 +6 +0.0% 0.19% $479K 2025-07-15 $9.47
2025 Q1 ADDED — — — 46,643 +1,536 +3.4% 0.20% $465K 2025-04-14 $8.61
2024 Q3 REDUCED 29.8% -4.4% ✅ 45,107 -19,158 -29.8% 0.21% $474K 2024-10-17 $8.93
2024 Q2 ADDED — — — 64,265 +2,523 +4.1% 0.29% $626K 2024-07-12 $8.39
2024 Q1 INITIATED — — — 61,742 — — 0.28% $602K 2024-04-15 $7.70

🏢 Other funds also holding EVV

As of 2026 Q1 — sorted by position size

SIT INVESTMENT ASSOCIATES INC 3Y 7Y 1.51% Kanen Wealth Management LLC 3Y 1.29% Shaker Financial Services, LLC 3Y 7Y 0.95% MELFA WEALTH MANAGEMENT, INC. 3Y 0.54% KENNEDY INVESTMENT GROUP, INC. 0.45% OAK HILL ADVISORS LP 3Y 7Y 0.42% PIN OAK INVESTMENT ADVISORS INC 3Y 7Y 0.42% Future Financial Wealth Managment LLC 3Y 0.29% Mallini Complete Financial Planning LLC 0.26% VIRTUE ASSET MANAGEMENT LLC 0.23%

FAQ About Wela Strategies, Inc. and EVV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wela Strategies, Inc. reported owning EVV?

Wela Strategies, Inc. reported EVV across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q2.

What was the largest reported EVV position in Wela Strategies, Inc.'s portfolio?

The largest reported portfolio weight for EVV was 0.29% in 2024 Q2.

What is the latest reported EVV position on this page?

The most recent filing on this page is 2025 Q2, when Wela Strategies, Inc. reported 46,649 shares, equal to 0.19% of portfolio, with an estimated market value of $479K.

What does the chart on this EVV ownership page compare?

The chart compares Wela Strategies, Inc.'s quarterly EVV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wela Strategies, Inc. time their EVV position?

Based on 13F filing dates vs. subsequent EVV price moves, Wela Strategies, Inc. correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on EVV relative to SPY over the holding period was -1.5%.

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