WA
EVR icon

WPG Advisers’s Evercore EVR Stock Holding History

WPG Advisers’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
Q2 		$3.41K Hold
10
– – ﹤0.01% 1068
2026
Q1 		$2.98K Hold
10
– – ﹤0.01% 999
2025
Q4 		$3.4K Hold
10
– – ﹤0.01% 1002
2025
Q3 		$3.37K Hold
10
– – ﹤0.01% 1013
2025
Q2 		$2.7K Sell
10
-18
-64% -$3.96K ﹤0.01% 1050
2025
Q1 		$5.59K Sell
28
-6
-18% -$1.5K 0.01% 846
2024
Q4 		$9.42K Buy
+34
New +$9.63K 0.01% 640

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

WPG Advisers's EVR Position: Q2 2026 in Review

WPG Advisers held its Evercore (EVR) position steady in Q2 2026 at 10 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

WPG Advisers first reported a position in EVR in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.42K in Q4 2024. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • WPG Advisers held 10 shares of Evercore worth $3.41K as of Q2 2026.
  • WPG Advisers left its Evercore share count unchanged in Q2 2026.
  • Evercore made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1068 holding.
  • WPG Advisers first reported a position in Evercore in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Evercore position peaked at $9.42K in Q4 2024.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

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