WPG Advisers
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WPG Advisers’s Everforth Inc EFOR Stock Holding History

WPG Advisers’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
Q3 		$395 Hold
12
– – ﹤0.01% 1492
2026
Q2 		$214 Hold
12
– – ﹤0.01% 1499
2026
Q1 		$465 Hold
12
– – ﹤0.01% 1368
2025
Q4 		$578 Hold
12
– – ﹤0.01% 1367
2025
Q3 		$568 Hold
12
– – ﹤0.01% 1351
2025
Q2 		$599 Sell
12
-8
-40% -$437 ﹤0.01% 1334
2025
Q1 		$1.26K Buy
+20
New +$1.54K ﹤0.01% 1213

Other funds holding EFOR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

WPG Advisers's EFOR Position: Q3 2026 in Review

WPG Advisers held its Everforth Inc (EFOR) position steady in Q3 2026 at 12 shares worth $395. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

WPG Advisers first reported a position in EFOR in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.26K in Q1 2025. 224 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • WPG Advisers held 12 shares of Everforth Inc worth $395 as of Q3 2026.
  • WPG Advisers left its Everforth Inc share count unchanged in Q3 2026.
  • Everforth Inc made up ﹤0.01% of WPG Advisers's portfolio in Q3 2026, its #1492 holding.
  • WPG Advisers first reported a position in Everforth Inc in Q1 2025 and has held it in 7 quarters since.
  • WPG Advisers's Everforth Inc position peaked at $1.26K in Q1 2025.
  • 224 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on WPG Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.