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 | |
|---|---|---|---|---|---|---|---|
401
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.36B
| $203K | ﹤0.01% |
+1,882
| New | +$195K |
2026 Q2
0 quarters
|
|
402
iShares US Technology ETF
IYW
$23.6B
| $202K | ﹤0.01% |
+800
| New | +$184K |
2026 Q2
0 quarters
|
|
403
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11B
| $201K | ﹤0.01% |
+1,304
| New | +$205K |
2026 Q2
0 quarters
|
|
404
J.M. Smucker
SJM
$13.9B
| $200K | ﹤0.01% |
+1,780
| New | +$181K |
2026 Q2
0 quarters
|
|
405
Archer Aviation
ACHR
$3.23B
| $183K | ﹤0.01% |
38,750
| – | – |
2023 Q3
11 quarters
|
|
406
VanEck Bitcoin Trust
HODL
$1.28B
| $183K | ﹤0.01% |
11,000
| – | – |
2026 Q1
1 quarter
|
|
|
CGCFU
407
Cartesian Growth Corporation IV Unit
CGCFU
| $169K | ﹤0.01% |
+16,900
| New | +$169K |
2026 Q2
0 quarters
|
|
408
Calisa Acquisition Corp
ALIS
$72.1M
| $168K | ﹤0.01% |
16,590
| – | – |
2026 Q1
1 quarter
|
|
|
BIDWU
409
Tribeca Strategic Acquisition Corp Unit
BIDWU
| $167K | ﹤0.01% |
+16,800
| New | +$168K |
2026 Q2
0 quarters
|
|
410
Kensington Capital Acquisition Corp VI New Units
KCA.U
| $166K | ﹤0.01% |
+16,588
| New | +$166K |
2026 Q2
0 quarters
|
|
411
FIGX Capital Acquisition Corp
FIGX
$201M
| $163K | ﹤0.01% |
15,940
| – | – |
2025 Q4
2 quarters
|
|
412
Lionheart Holdings
CUB
$286M
| $163K | ﹤0.01% |
15,100
| – | – |
2025 Q4
2 quarters
|
|
413
PureCycle Technologies
PCT
$675M
| $162K | ﹤0.01% |
20,000
-80,000
| -80% | -$717K |
2025 Q2
4 quarters
|
|
414
M3-Brigade Acquisition VI Corp
MBVI
$443M
| $162K | ﹤0.01% |
15,999
| – | – |
2025 Q4
2 quarters
|
|
415
Joby Aviation
JOBY
$4.88B
| $161K | ﹤0.01% |
17,994
| – | – |
2025 Q4
2 quarters
|
|
416
AmperCap Acquisition Co Unit
APMCU
| $139K | ﹤0.01% |
+13,850
| New | +$138K |
2026 Q2
0 quarters
|
|
417
Twelve Seas Investment Co III
TWLV
$237M
| $136K | ﹤0.01% |
+13,610
| New | +$136K |
2026 Q2
0 quarters
|
|
418
McKinley Acquisition Corp
MKLY
$250M
| $131K | ﹤0.01% |
12,910
| – | – |
2025 Q4
2 quarters
|
|
|
ISNRU
419
Snow Rothschild Acquisition Corp Units
ISNRU
| $130K | ﹤0.01% |
+12,950
| New | +$130K |
2026 Q2
0 quarters
|
|
420
Metals Acquisition Corp II
MTAL
$309M
| $128K | ﹤0.01% |
+12,630
| New | +$128K |
2026 Q2
0 quarters
|
|
421
Indigo Acquisition Corp
INAC
$154M
| $110K | ﹤0.01% |
10,730
| – | – |
2025 Q4
2 quarters
|
|
422
Standard BioTools
LAB
$241M
| $103K | ﹤0.01% |
125,000
| – | – |
2024 Q4
6 quarters
|
|
423
MacroGenics
MGNX
$153M
| $81K | ﹤0.01% |
17,543
| – | – |
2014 Q2
48 quarters
|
|
424
Sable Offshore Corp
SOC
$528M
| $63.9K | ﹤0.01% |
20,750
| – | – |
2025 Q4
2 quarters
|
|
425
Plug Power
PLUG
$1.9B
| $54.2K | ﹤0.01% |
20,000
| – | – |
2023 Q3
11 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.