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Wealth Enhancement Trust Services’s Evercore EVR Stock Holding History

Wealth Enhancement Trust Services’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 		$10.2K Buy
30
+24
+400% +$8.21K ﹤0.01% 723
2026
Q1 		$1.79K Hold
6
– – ﹤0.01% 695
2025
Q4 		$2.04K Buy
+6
New +$1.93K ﹤0.01% 646

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Trust Services's EVR Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Evercore (EVR) stake by 400% in Q2 2026, buying an estimated $8.21K and bringing the position to 30 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Wealth Enhancement Trust Services first reported a position in EVR in Q4 2025 and has held it in 3 quarters since. 552 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Wealth Enhancement Trust Services held 30 shares of Evercore worth $10.2K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 24 Evercore shares in Q2 2026, an estimated $8.21K.
  • Evercore made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #723 holding.
  • Wealth Enhancement Trust Services first reported a position in Evercore in Q4 2025 and has held it in 3 quarters since.
  • 552 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.