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WPG Advisers’s Everest Group EG Stock Holding History

WPG Advisers’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.8K Buy
103
+7
+7% +$2.4K 0.02% 385
2026
Q1 		$31.4K Sell
96
-12
-11% -$3.95K 0.02% 380
2025
Q4 		$36.6K Sell
108
-18
-14% -$5.94K 0.03% 351
2025
Q3 		$44.1K Buy
126
+1
+0.8% +$338 0.03% 320
2025
Q2 		$42.5K Buy
125
+23
+23% +$7.93K 0.04% 314
2025
Q1 		$37.1K Sell
102
-9
-8% -$3.18K 0.03% 337
2024
Q4 		$40.2K Buy
+111
New +$41.6K 0.04% 329

Other funds holding EG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WPG Advisers's EG Position: Q2 2026 in Review

WPG Advisers increased its Everest Group (EG) stake by 7.3% in Q2 2026, buying an estimated $2.4K and bringing the position to 103 shares worth $36.8K. The position accounts for 0.02% of the portfolio, ranked #385.

WPG Advisers first reported a position in EG in Q4 2024 and has held it in 7 quarters since. The position peaked at $44.1K in Q3 2025. 338 funds tracked by Wall St. Rank hold EG as of Q2 2026.

  • WPG Advisers held 103 shares of Everest Group worth $36.8K as of Q2 2026.
  • WPG Advisers bought 7 Everest Group shares in Q2 2026, an estimated $2.4K.
  • Everest Group made up 0.02% of WPG Advisers's portfolio in Q2 2026, its #385 holding.
  • WPG Advisers first reported a position in Everest Group in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Everest Group position peaked at $44.1K in Q3 2025.
  • 338 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.