WHG
EVR icon

Westwood Holdings Group’s Evercore EVR Stock Holding History

Westwood Holdings Group’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 		$32.3M Buy
108,256
+35,817
+49% +$11.7M 0.24% 150
2025
Q4 		$24.6M Sell
72,439
-576
-0.8% -$185K 0.2% 173
2025
Q3 		$24.6M Sell
73,015
-9,831
-12% -$3.08M 0.18% 169
2025
Q2 		$22.4M Buy
+82,846
New +$18.2M 0.16% 166
2022
Q1 		– Sell
-2,537
Closed -$345K – 462
2021
Q4 		$345K Sell
2,537
-73,088
-97% -$10.7M ﹤0.01% 401
2021
Q3 		$10.1M Sell
75,625
-10,945
-13% -$1.49M 0.11% 192
2021
Q2 		$12.2M Buy
86,570
+5,389
+7% +$753K 0.12% 187
2021
Q1 		$10.7M Buy
+81,181
New +$9.91M 0.11% 205

Other funds holding EVR

BlackRock
BlackRock New York $5.7T 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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return