Evercore Wealth Management, LLC

CIK 0001482689 · Q2 2026

13F Equity AUM

$7.1B

+11.1% QoQ

Positions

427

+13 QoQ

AUM Rank

#667

Top 8%

Skill Alpha (FF)

+0.2%/yr^ns

No Clear Edge

Rank #2,565 · Top 31%

vs S&P +0.2%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 24.1%Top 10: 39.2%Top 20: 59.6%

NVDA6.1%

AAPL6.0%

MSFT4.1%

GOOG4.1%

AMZN3.8%

GOOGL3.4%

DWD3.2%

FIX3.1%

MA2.8%

WMB2.5%

Others (417)60.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services31.1%

Technology23.1%

Consumer Cyclical14.6%

Communication Services8.8%

Industrials7.1%

Energy4.5%

Healthcare4.4%

Real Estate2.4%

Other4.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 427Median: 0.02%Avg: 0.23%

0–0.5%

385(17.1%)

0.5–1%

10(7.9%)

1–3%

24(41.1%)

3–5%

6(21.8%)

5%+

2(12.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 427vs 20 funds

0%Low

427

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New37Increased86Decreased172Exited22

New Positions

CASY0.4%

+38K

HONEYWELL INTL INC0.0%

+8K

LEU0.0%

+13K

HONEYWELL AEROSPACE …0.0%

+8K

GLNG0.0%

+10K

SPACE EXPLORATION TE…0.0%

+2K

PAA0.0%

+20K

BLACKSTONE DIGITAL I…0.0%

+20K

AG80.0%

+2K

RY0.0%

+1K

Increased

NOW0.8%

+584K(+11611%)

APH1.4%

+501K(+898%)

AVGO1.3%

+214K(+673%)

IWF0.4%

+171K(+286%)

VEU0.9%

+134K(+22%)

JAAA0.6%

+108K(+14%)

BHST0.0%

+77K(+55%)

UBER1.3%

+64K(+5%)

VEA0.3%

+54K(+23%)

VUG0.1%

+52K(+507%)

Decreased

VIK2.2%

-207,181(-12%)

ADBE0.0%

-189,527(-93%)

AMT0.4%

-160,443(-46%)

ARCC0.8%

-113,705(-4%)

DWD3.2%

-89,225(-8%)

PCT0.0%

-80,000(-80%)

GOOG4.1%

-72,117(-8%)

ACN0.1%

-44,116(-45%)

CROX1.0%

-43,289(-7%)

GOOGL3.4%

-36,057(-5%)

Exited

-16,353

-200

-15,400

-13,200

-5,669

-5,571

-3,195

PNR

-2,577

METALS ACQUISITION C…

-12,630

-3,257

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...