WPG Advisers’s Evertec EVTC Stock Holding History

WPG Advisers’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
2025 Q4	–	Sell	-34	Closed	-$1.15K	–	1494
2025 Q3	$1.15K	Buy	+34	New	+$1.19K	﹤0.01%	1257

Other funds holding EVTC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

WPG Advisers's EVTC Position: Q4 2025 in Review

WPG Advisers sold out of Evertec (EVTC) in Q4 2025, closing a stake of 34 shares — an estimated $1.15K sold.

WPG Advisers first reported a position in EVTC in Q3 2025 and held it in 1 quarter. The position peaked at $1.15K in Q3 2025. 267 funds tracked by Wall St. Rank hold EVTC as of Q4 2025.

WPG Advisers reported no remaining Evertec position as of Q4 2025 after selling out during the quarter.
WPG Advisers sold 34 Evertec shares in Q4 2025, an estimated $1.15K.
WPG Advisers first reported a position in Evertec in Q3 2025 and held it in 1 quarter.
WPG Advisers's Evertec position peaked at $1.15K in Q3 2025.
267 funds tracked by Wall St. Rank held Evertec as of Q4 2025.

Based on WPG Advisers's 13F filing for Q4 2025, filed 28 Jan 2026.