Evercore Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Evercore Wealth Management’s Portfolio DXJ Stock Details DXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$53.9M	Buy	310,765 +3,141	+1%	+$528K	0.76%	39
2026 Q1	$48.8M	Buy	307,624 +17,963	+6%	+$2.84M	0.77%	38
2025 Q4	$41.8M	Sell	289,661 -8,211	-3%	-$1.13M	0.61%	40
2025 Q3	$38.1M	Sell	297,872 -1,041	-0.3%	-$128K	0.56%	40
2025 Q2	$34.2M	Buy	298,913 +10,203	+4%	+$1.12M	0.53%	43
2025 Q1	$31.8M	Buy	288,710 +16,737	+6%	+$1.84M	0.51%	42
2024 Q4	$30M	Buy	271,973 +80,390	+42%	+$8.8M	0.45%	44
2024 Q3	$20.3M	Buy	191,583 +173,093	+936%	+$18.4M	0.3%	48
2024 Q2	$2.09M	Buy	+18,490	New	+$2.01M	0.03%	157
2018 Q1	–	Sell	-1,641	Closed	-$97K	–	462
2017 Q4	$97K	Hold	1,641	–	–	﹤0.01%	466
2017 Q3	$90K	Hold	1,641	–	–	﹤0.01%	481
2017 Q2	$85K	Sell	1,641 -7,107	-81%	-$364K	﹤0.01%	501
2017 Q1	$443K	Buy	8,748 +2,900	+50%	+$148K	0.02%	275
2016 Q4	$290K	Sell	5,848 -490	-8%	-$23K	0.01%	313
2016 Q3	$272K	Sell	6,338 -1,052	-14%	-$43.7K	0.01%	321
2016 Q2	$287K	Sell	7,390 -5,298	-42%	-$223K	0.01%	308
2016 Q1	$555K	Sell	12,688 -9,658	-43%	-$426K	0.02%	224
2015 Q4	$1.12M	Buy	22,346 +12,886	+136%	+$686K	0.05%	176
2015 Q3	$459K	Sell	9,460 -362	-4%	-$19.6K	0.02%	265
2015 Q2	$562K	Buy	9,822 +4,432	+82%	+$257K	0.03%	256
2015 Q1	$297K	Buy	+5,390	New	+$281K	0.01%	354
2014 Q4	–	Sell	-23,653	Closed	-$1.24M	–	886
2014 Q3	$1.24M	Buy	23,653 +1,563	+7%	+$78.7K	0.06%	171
2014 Q2	$1.09M	Sell	22,090 -11,032	-33%	-$522K	0.06%	176
2014 Q1	$1.57M	Buy	33,122 +10,432	+46%	+$497K	0.09%	149
2013 Q4	$1.15M	Buy	22,690 +3,359	+17%	+$163K	0.06%	179
2013 Q3	$930K	Sell	19,331 -1,807	-9%	-$84.8K	0.05%	217
2013 Q2	$966K	Buy	+21,138	New	+$988K	0.05%	214

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

Evercore Wealth Management increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 1% in Q2 2026, buying an estimated $528K and bringing the position to 310,765 shares worth $53.9M. The position accounts for 0.76% of the portfolio, ranked #39.

Evercore Wealth Management first reported a position in DXJ in Q2 2013 and has held it in 27 quarters since. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Evercore Wealth Management held 310,765 shares of WisdomTree Japan Hedged Equity Fund worth $53.9M as of Q2 2026.
Evercore Wealth Management bought 3,141 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $528K.
WisdomTree Japan Hedged Equity Fund made up 0.76% of Evercore Wealth Management's portfolio in Q2 2026, its #39 holding.
Evercore Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 27 quarters since.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

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