WPC
EFOR

Wedmont Private Capital’s Everforth Inc EFOR Stock Holding History

Wedmont Private Capital’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
2026
Q2 		$527K Buy
+30,060
New +$734K 0.01% 544

Other funds holding EFOR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Wedmont Private Capital's EFOR Position: Q2 2026 in Review

Wedmont Private Capital opened a new position in Everforth Inc (EFOR) in Q2 2026: 30,060 shares worth $527K. The stake represents 0.01% of the portfolio and ranks #544 among its holdings.

16 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Wedmont Private Capital held 30,060 shares of Everforth Inc worth $527K as of Q2 2026.
  • Everforth Inc was a new Wedmont Private Capital position in Q2 2026.
  • Everforth Inc made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #544 holding.
  • 16 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.