WCM Investment Management
EVR icon

WCM Investment Management’s Evercore EVR Stock Holding History

WCM Investment Management’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
Q2 		$33.4M Sell
99,887
-261
-0.3% -$89.3K 0.06% 77
2026
Q1 		$28.6M Sell
100,148
-3,674
-4% -$1.2M 0.07% 74
2025
Q4 		$35.7M Sell
103,822
-6,018
-5% -$1.93M 0.07% 60
2025
Q3 		$37.4M Sell
109,840
-564
-0.5% -$177K 0.08% 57
2025
Q2 		$29.7M Buy
110,404
+23,824
+28% +$5.24M 0.07% 59
2025
Q1 		$17.3M Buy
86,580
+15,776
+22% +$3.93M 0.04% 95
2024
Q4 		$19.7M Sell
70,804
-24,562
-26% -$6.96M 0.05% 92
2024
Q3 		$24.2M Sell
95,366
-2,542
-3% -$605K 0.05% 78
2024
Q2 		$19.3M Buy
97,908
+1,454
+2% +$283K 0.05% 99
2024
Q1 		$18.6M Sell
96,454
-37,984
-28% -$6.87M 0.04% 104
2023
Q4 		$23.3M Buy
134,438
+10,803
+9% +$1.56M 0.06% 83
2023
Q3 		$17M Buy
123,635
+3,309
+3% +$449K 0.05% 89
2023
Q2 		$15M Buy
120,326
+7,804
+7% +$898K 0.04% 107
2023
Q1 		$13M Buy
+112,522
New +$14M 0.04% 119

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

WCM Investment Management's EVR Position: Q2 2026 in Review

WCM Investment Management reduced its Evercore (EVR) stake by 0.26% in Q2 2026, selling an estimated $89.3K and leaving 99,887 shares worth $33.4M. The position accounts for 0.06% of the portfolio, ranked #77.

WCM Investment Management first reported a position in EVR in Q1 2023 and has held it in 14 quarters since. The position peaked at $37.4M in Q3 2025. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • WCM Investment Management held 99,887 shares of Evercore worth $33.4M as of Q2 2026.
  • WCM Investment Management sold 261 Evercore shares in Q2 2026, an estimated $89.3K.
  • Evercore made up 0.06% of WCM Investment Management's portfolio in Q2 2026, its #77 holding.
  • WCM Investment Management first reported a position in Evercore in Q1 2023 and has held it in 14 quarters since.
  • WCM Investment Management's Evercore position peaked at $37.4M in Q3 2025.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.