WIC
EVTC icon

Willis Investment Counsel’s Evertec EVTC Stock Holding History

Willis Investment Counsel’s Portfolio EVTC Stock Details EVTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.68M Buy
95,000
+4,570
+5% +$130K 0.15% 83
2025
Q4 		$2.63M Buy
90,430
+26,874
+42% +$798K 0.14% 90
2025
Q3 		$2.15M Buy
63,556
+1,523
+2% +$53.1K 0.12% 86
2025
Q2 		$2.24M Buy
62,033
+24,011
+63% +$851K 0.13% 83
2025
Q1 		$1.4M Buy
38,022
+3,420
+10% +$118K 0.09% 77
2024
Q4 		$1.19M Buy
34,602
+9,482
+38% +$325K 0.08% 83
2024
Q3 		$851K Sell
25,120
-9,168
-27% -$306K 0.06% 84
2024
Q2 		$1.14M Sell
34,288
-1,253
-4% -$45.3K 0.08% 80
2024
Q1 		$1.42M Buy
35,541
+1,065
+3% +$42K 0.1% 78
2023
Q4 		$1.41M Buy
34,476
+345
+1% +$12.7K 0.1% 82
2023
Q3 		$1.27M Sell
34,131
-3,944
-10% -$154K 0.1% 82
2023
Q2 		$1.4M Sell
38,075
-2,343
-6% -$81.2K 0.09% 84
2023
Q1 		$1.36M Buy
40,418
+7,914
+24% +$278K 0.09% 84
2022
Q4 		$1.05M Sell
32,504
-7,807
-19% -$257K 0.07% 91
2022
Q3 		$1.26M Sell
40,311
-26,036
-39% -$914K 0.09% 87
2022
Q2 		$2.45M Buy
66,347
+25,787
+64% +$985K 0.15% 85
2022
Q1 		$1.66M Sell
40,560
-1,205
-3% -$51.6K 0.09% 94
2021
Q4 		$2.09M Buy
41,765
+17,396
+71% +$805K 0.11% 87
2021
Q3 		$1.11M Buy
24,369
+15,729
+182% +$709K 0.06% 95
2021
Q2 		$377K Buy
+8,640
New +$365K 0.02% 103

Other funds holding EVTC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return