WSFS
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Wilmington Savings Fund Society’s Evercore EVR Stock Holding History

Wilmington Savings Fund Society’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$364K Sell
1,347
-92
-6% -$24.8K 0.01% 660
2025
Q1 		$287K Sell
1,439
-462
-24% -$92.3K 0.01% 714
2024
Q4 		$527K Sell
1,901
-119
-6% -$33K 0.01% 572
2024
Q3 		$512K Buy
+2,020
New +$512K 0.01% 570