Everest Management Corp’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Everest Management Corp’s Portfolio EWX Stock Details EWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$269K	Hold	4,074	–	–	0.14%	60
2025 Q4	$267K	Hold	4,074	–	–	0.15%	55
2025 Q3	$274K	Hold	4,074	–	–	0.17%	53
2025 Q2	$253K	Hold	4,074	–	–	0.18%	54
2025 Q1	$231K	Hold	4,074	–	–	0.21%	43
2024 Q4	$239K	Buy	+4,074	New	+$249K	0.21%	44

Other funds holding EWX

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Everest Management Corp's EWX Position: Q1 2026 in Review

Everest Management Corp held its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) position steady in Q1 2026 at 4,074 shares worth $269K. The position accounts for 0.14% of the portfolio, ranked #60.

Everest Management Corp first reported a position in EWX in Q4 2024 and has held it in 6 quarters since. The position peaked at $274K in Q3 2025. 187 funds tracked by Wall St. Rank hold EWX as of Q1 2026.

Everest Management Corp held 4,074 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $269K as of Q1 2026.
Everest Management Corp left its State Street SPDR S&P Emerging Markets Small Cap ETF share count unchanged in Q1 2026.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.14% of Everest Management Corp's portfolio in Q1 2026, its #60 holding.
Everest Management Corp first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
Everest Management Corp's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $274K in Q3 2025.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2026.

Based on Everest Management Corp's 13F filing for Q1 2026, filed 7 May 2026.