Evercore Wealth Management Portfolio holdings
Evercore Wealth Management is the wealth management business of Evercore, an investment banking advisory firm that holds a majority stake in it. Founded in September 2008, it serves multi-generational families, executives, business owners, foundations and endowments, and its affiliate Evercore Trust Company offers trust and custody services. Client portfolios are invested mainly in stocks and bonds the firm manages itself, along with its own mutual funds and outside managers. It also advises a mutual fund, the Evercore Equity Fund, and a private equity fund.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$86M |
| 2 |
Amphenol
APH
|
+$72.2M |
| 3 |
ServiceNow
NOW
|
+$57.8M |
| 4 |
Casey's General Stores
CASY
|
+$30.3M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$13.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Adobe
ADBE
|
+$44.9M |
| 2 |
Mercado Libre
MELI
|
+$39.9M |
| 3 |
Comfort Systems
FIX
|
+$39.8M |
| 4 |
American Tower
AMT
|
+$28.9M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$25.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.48% |
| 2 | Financials | 18.61% |
| 3 | Consumer Discretionary | 14.63% |
| 4 | Miscellaneous | 13.26% |
| 5 | Communication Services | 8.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
351
SS&C Technologies
SSNC
$18.9B
| $274K | ﹤0.01% |
4,410
| – | – |
2020 Q1
25 quarters
|
|
352
Zimmer Biomet
ZBH
$18B
| $273K | ﹤0.01% |
3,174
| – | – |
2013 Q2
52 quarters
|
|
353
JPMorgan Equity Premium Income ETF
JEPI
$46.2B
| $273K | ﹤0.01% |
4,834
-3,000
| -38% | -$169K |
2023 Q1
13 quarters
|
|
354
Prologis
PLD
$122B
| $273K | ﹤0.01% |
2,014
| – | – |
2026 Q1
1 quarter
|
|
355
abrdn Physical Silver Shares ETF
SIVR
$3.34B
| $270K | ﹤0.01% |
4,800
| – | – |
2024 Q3
7 quarters
|
|
356
Invesco CurrencyShares Swiss Franc Trust
FXF
$368M
| $267K | ﹤0.01% |
2,450
| – | – |
2025 Q3
3 quarters
|
|
357
Schwab US Mid-Cap ETF
SCHM
$14.8B
| $267K | ﹤0.01% |
7,242
-75
| -1% | -$2.58K |
2025 Q2
4 quarters
|
|
358
Kenvue
KVUE
$37.1B
| $265K | ﹤0.01% |
13,846
| – | – |
2023 Q3
11 quarters
|
|
359
iShares MSCI Japan ETF
EWJ
$23.3B
| $264K | ﹤0.01% |
2,830
| – | – |
2025 Q3
3 quarters
|
|
360
Beta Technologies Inc
BETA
$4.69B
| $263K | ﹤0.01% |
+15,691
| New | +$261K |
2026 Q2
0 quarters
|
|
361
DELISTED
Chart Industries
GTLS
| $261K | ﹤0.01% |
1,250
| – | – |
2020 Q4
22 quarters
|
|
362
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20.8B
| $259K | ﹤0.01% |
5,166
+95
| +2% | +$4.78K |
2023 Q2
12 quarters
|
|
363
Carlisle Companies
CSL
$14.5B
| $254K | ﹤0.01% |
700
| – | – |
2023 Q4
10 quarters
|
|
364
Vanguard Russell 1000 Growth ETF
VONG
$44.2B
| $254K | ﹤0.01% |
1,986
| – | – |
2024 Q4
6 quarters
|
|
365
Bloom Energy
BE
$60B
| $253K | ﹤0.01% |
+835
| New | +$214K |
2026 Q2
0 quarters
|
|
366
Schwab U.S Small- Cap ETF
SCHA
$22B
| $252K | ﹤0.01% |
6,972
-74
| -1% | -$2.44K |
2025 Q3
3 quarters
|
|
367
CrowdStrike
CRWD
$256B
| $252K | ﹤0.01% |
+1,320
| New | +$188K |
2026 Q2
0 quarters
|
|
368
Hewlett Packard
HPE
$73.1B
| $251K | ﹤0.01% |
+5,564
| New | +$201K |
2026 Q2
0 quarters
|
|
369
Schwab US Large- Cap ETF
SCHX
$73.1B
| $251K | ﹤0.01% |
8,523
| – | – |
2025 Q2
4 quarters
|
|
370
Evercore
EVR
$11.2B
| $246K | ﹤0.01% |
720
-1,000
| -58% | -$342K |
2023 Q2
12 quarters
|
|
371
John Wiley & Sons Class A
WLY
$2.59B
| $245K | ﹤0.01% |
+5,060
| New | +$213K |
2026 Q2
0 quarters
|
|
372
Acme United Corp
ACU
$258M
| $243K | ﹤0.01% |
5,100
| – | – |
2025 Q1
5 quarters
|
|
373
AstraZeneca
AZN
$289B
| $242K | ﹤0.01% |
1,278
| – | – |
2026 Q1
1 quarter
|
|
374
C.H. Robinson
CHRW
$14.4B
| $241K | ﹤0.01% |
1,280
| – | – |
2025 Q4
2 quarters
|
|
375
Edwards Lifesciences
EW
$53B
| $238K | ﹤0.01% |
2,633
-25
| -0.9% | -$2.09K |
2025 Q2
4 quarters
|
|
Similar funds
Evercore Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Evercore Wealth Management held 453 positions worth $7.07B, up 11% from $6.36B the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Evercore Wealth Management's Q2 2026 filing shows 35 new, 81 increased, 176 reduced and 20 closed positions. Its largest new stake was Casey's General Stores: 37,619 shares worth $29.9M. The largest sale was Adobe, an estimated $44.9M.
By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Financials and Consumer Discretionary.
- Evercore Wealth Management's largest Q2 2026 buy was Casey's General Stores: 37,619 shares worth $29.9M.
- Evercore Wealth Management added most to Broadcom in Q2 2026, an estimated $86M increase.
- Evercore Wealth Management's biggest Q2 2026 reduction was Adobe, cutting an estimated $44.9M.
- Evercore Wealth Management fully exited White Mountains Insurance in Q2 2026, selling an estimated $439K.
- Evercore Wealth Management's ten largest holdings make up 39% of its $7.07B portfolio in Q2 2026.
- Evercore Wealth Management opened 35 new positions and closed 20 in Q2 2026.
- Evercore Wealth Management's portfolio value rose 11% quarter-over-quarter to $7.07B.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.