EWM
ALISU

Evercore Wealth Management’s Calisa Acquisition Corp Units ALISU Stock Holding History

Evercore Wealth Management’s Portfolio ALISU Stock Details ALISU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-16,590
Closed -$173K – 439
2025
Q4 		$173K Buy
+16,590
New +$168K ﹤0.01% 398

Other funds holding ALISU

CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
LPC
Lineage Point Capital Palm Beach, Florida $487M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Evercore Wealth Management's ALISU Position: Q1 2026 in Review

Evercore Wealth Management sold out of Calisa Acquisition Corp Units (ALISU) in Q1 2026, closing a stake of 16,590 shares — an estimated $173K sold.

Evercore Wealth Management first reported a position in ALISU in Q4 2025 and held it in 1 quarter. The position peaked at $173K in Q4 2025. 5 funds tracked by Wall St. Rank hold ALISU as of Q1 2026.

  • Evercore Wealth Management reported no remaining Calisa Acquisition Corp Units position as of Q1 2026 after selling out during the quarter.
  • Evercore Wealth Management sold 16,590 Calisa Acquisition Corp Units shares in Q1 2026, an estimated $173K.
  • Evercore Wealth Management first reported a position in Calisa Acquisition Corp Units in Q4 2025 and held it in 1 quarter.
  • Evercore Wealth Management's Calisa Acquisition Corp Units position peaked at $173K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Calisa Acquisition Corp Units as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.