WANY
EFOR

Wealthspire Advisors (New York)’s Everforth Inc EFOR Stock Holding History

Wealthspire Advisors (New York)’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-68
Closed -$3.22K – 1163
2025
Q3 		$3.22K Buy
+68
New +$3.47K ﹤0.01% 2466

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Wealthspire Advisors (New York)'s EFOR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 68 shares — an estimated $3.22K sold.

Wealthspire Advisors (New York) first reported a position in EFOR in Q3 2025 and held it in 1 quarter. The position peaked at $3.22K in Q3 2025. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 68 Everforth Inc shares in Q4 2025, an estimated $3.22K.
  • Wealthspire Advisors (New York) first reported a position in Everforth Inc in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Everforth Inc position peaked at $3.22K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.