EWM
ALIS

Evercore Wealth Management’s Calisa Acquisition Corp ALIS Stock Holding History

Evercore Wealth Management’s Portfolio ALIS Stock Details ALIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$168K Hold
16,590
– – ﹤0.01% 408
2026
Q1 		$166K Buy
+16,590
New +$166K ﹤0.01% 397

Other funds holding ALIS

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $2.1B AUM 13.6% 1-Year Est. Return

Evercore Wealth Management's ALIS Position: Q2 2026 in Review

Evercore Wealth Management held its Calisa Acquisition Corp (ALIS) position steady in Q2 2026 at 16,590 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Evercore Wealth Management first reported a position in ALIS in Q1 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold ALIS as of Q2 2026.

  • Evercore Wealth Management held 16,590 shares of Calisa Acquisition Corp worth $168K as of Q2 2026.
  • Evercore Wealth Management left its Calisa Acquisition Corp share count unchanged in Q2 2026.
  • Calisa Acquisition Corp made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #408 holding.
  • Evercore Wealth Management first reported a position in Calisa Acquisition Corp in Q1 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Calisa Acquisition Corp as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.