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 | |
|---|---|---|---|---|---|---|---|
426
Chegg
CHGG
$78M
| $13.8K | ﹤0.01% |
13,688
| – | – |
2020 Q2
24 quarters
|
|
427
Calisa Acquisition Corp Right
ALISR
| $10.1K | ﹤0.01% |
16,590
| – | – |
2026 Q1
1 quarter
|
|
428
Cayson Acquisition Corp Right
CAPNR
| $3.09K | ﹤0.01% |
13,000
| – | – |
2025 Q4
2 quarters
|
|
429
Tailwind 2.0 Acquisition Corp Rights
TDWDR
| $2.9K | ﹤0.01% |
23,200
| – | – |
2026 Q1
1 quarter
|
|
430
McKinley Acquisition Corp Rights
MKLYR
| $2.45K | ﹤0.01% |
12,910
| – | – |
2025 Q4
2 quarters
|
|
431
IB Acquisition Corp Right
IBACR
| $2.25K | ﹤0.01% |
19,576
| – | – |
2025 Q4
2 quarters
|
|
432
Twelve Seas Investment Co III Rights
TWLVR
| $1.77K | ﹤0.01% |
+13,610
| New | +$2.11K |
2026 Q2
0 quarters
|
|
433
Indigo Acquisition Corp Right
INACR
| $1.18K | ﹤0.01% |
10,730
| – | – |
2025 Q4
2 quarters
|
|
434
Aurora
AUR
$8.81B
| – | – |
-12,000
| Closed | -$49.4K | – |
|
435
Brookfield Asset Management
BAM
$77.1B
| – | – |
-5,136
| Closed | -$228K | – |
|
436
Celanese
CE
$5.41B
| – | – |
-3,195
| Closed | -$210K | – |
|
437
Eastman Chemical
EMN
$7.61B
| – | – |
-2,805
| Closed | -$214K | – |
|
438
FedEx
FDX
$73.4B
| – | – |
-616
| Closed | -$219K | – |
|
439
iShares China Large-Cap ETF
FXI
$3.79B
| – | – |
-7,000
| Closed | -$251K | – |
|
440
General Mills
GIS
$18.3B
| – | – |
-5,669
| Closed | -$211K | – |
|
441
DELISTED
Hologic
HOLX
| – | – |
-3,465
| Closed | -$262K | – |
|
442
Kroger
KR
$39.4B
| – | – |
-3,257
| Closed | -$236K | – |
|
443
Oneok
OKE
$61.2B
| – | – |
-2,292
| Closed | -$207K | – |
|
444
Pentair
PNR
$10.6B
| – | – |
-2,577
| Closed | -$224K | – |
|
445
SoundHound AI
SOUN
$1.87B
| – | – |
-13,200
| Closed | -$90.7K | – |
|
446
White Mountains Insurance
WTM
$5.42B
| – | – |
-200
| Closed | -$439K | – |
|
447
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$4.66B
| – | – |
-1,586
| Closed | -$288K | – |
|
|
LEGT
448
DELISTED
Legato Merger Corp III
LEGT
| – | – |
-14,300
| Closed | -$157K | – |
|
449
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.87B
| – | – |
-10,550
| Closed | -$210K | – |
|
450
Centurion Acquisition Corp
ALF
$391M
| – | – |
-15,400
| Closed | -$166K | – |
|
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.