Walleye Capital’s Evercore EVR Stock Holding History

Walleye Capital’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.7M	Buy	12,400 +10,700	+629%	+$3.5M	0.02%	1001
2025 Q4	$578K	Buy	+1,700	New	+$546K	﹤0.01%	2860
2025 Q2	–	Sell	-100	Closed	-$20K	–	4646
2025 Q1	$20K	Sell	100 -3,300	-97%	-$822K	﹤0.01%	4000
2024 Q4	$942K	Buy	3,400 +1,400	+70%	+$397K	﹤0.01%	2436
2024 Q3	$507K	Sell	2,000 -15,900	-89%	-$3.78M	﹤0.01%	3288
2024 Q2	$3.73M	Buy	17,900 +15,200	+563%	+$2.96M	0.01%	1520
2024 Q1	$520K	Sell	2,700 -900	-25%	-$163K	﹤0.01%	3152
2023 Q4	$616K	Sell	3,600 -2,500	-41%	-$362K	﹤0.01%	2779
2023 Q3	$841K	Buy	+6,100	New	+$828K	﹤0.01%	2399

Other funds holding EVR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Walleye Capital's EVR Position: Q1 2026 in Review

Walleye Capital reduced its Evercore (EVR) stake by 93% in Q1 2026, selling an estimated $28.9M and leaving 6,197 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #1532.

Walleye Capital first reported a position in EVR in Q3 2023 and has held it in 11 quarters since. The position peaked at $32.2M in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

Walleye Capital held 6,197 shares of Evercore worth $1.85M as of Q1 2026.
Walleye Capital sold 88,309 Evercore shares in Q1 2026, an estimated $28.9M.
Evercore made up 0.01% of Walleye Capital's portfolio in Q1 2026, its #1532 holding.
Walleye Capital first reported a position in Evercore in Q3 2023 and has held it in 11 quarters since.
Walleye Capital's Evercore position peaked at $32.2M in Q4 2025.
652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Walleye Capital's 13F filing for Q1 2026, filed 11 May 2026.