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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
418
−2 vs. Q4 2025
Portfolio value
$6.36B
−$464.5M (−6.8%) vs. Q4 2025
Filed
May 15, 2026
SEC
Holdings of Evercore Wealth Management, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
INACRIndigo Acquisition Corp.RIGHT 04/02/202710,730$1.29K<0.1%00.0%UnchangedHistory
MKLYRMcKinley Acquisition CorpRIGHT 07/25/203012,910$1.55K<0.1%00.0%UnchangedHistory
IBACRIB Acquisition Corp.RIGHT 09/28/202519,576$2.15K<0.1%00.0%UnchangedHistory
CAPNRCayson Acquisition CorpRIGHT 99/99/999913,000$2.34K<0.1%00.0%UnchangedHistory
TDWDRTailwind 2.0 Acquisition Corp.RIGHT 11/07/203023,200$3.25K<0.1%+23,200NewHistory
ALISRCalisa Acquisition CorpRIGHT 09/11/203016,590$9.12K<0.1%+16,590NewHistory
CHGGChegg, IncCOM13,688$10.1K<0.1%00.0%UnchangedHistory
PLUGPlug Power IncStock20,000$45.2K<0.1%00.0%UnchangedHistory
AURAurora Innovation, Inc.CLASS A COM12,000$49.4K<0.1%00.0%UnchangedHistory
MGNXMacrogenics IncCOM17,543$50.7K<0.1%00.0%UnchangedHistory
SOUNSoundhound AI, Inc.CLASS A COM13,200$90.7K<0.1%00.0%UnchangedHistory
INACIndigo Acquisition Corp.ORD SHS10,730$108.7K<0.1%00.0%UnchangedHistory
LABStandard Biotools Inc.COM125,000$114.9K<0.1%00.0%UnchangedHistory
Metals Acquisition Corp. IIG60420125UNIT 99/99/999912,630$127.4K<0.1%+12,630New–
MKLYMcKinley Acquisition CorpSHS CL A12,910$129.5K<0.1%00.0%UnchangedHistory
TWLVUTwelve Seas Investment Co III/CaymanUNIT 11/21/203013,610$136.2K<0.1%00.0%UnchangedHistory
JOBYJoby Aviation, Inc.COMMON STOCK17,994$148.6K<0.1%00.0%UnchangedHistory
LEGTLegato Merger Corp. IIIORD SHS14,300$157.2K<0.1%00.0%UnchangedHistory
MBVIM3-Brigade Acquisition VI Corp.ORD SHS CL A15,999$160.8K<0.1%00.0%UnchangedHistory
FIGXFIGX Capital Acquisition Corp.USD CL A ORD SHS15,940$161.2K<0.1%00.0%UnchangedHistory
CUBLionheart HoldingsSHS CL A15,100$162.5K<0.1%00.0%UnchangedHistory
ALISCalisa Acquisition CorpORD SHS16,590$165.6K<0.1%+16,590NewHistory
ALFCenturion Acquisition Corp.SHS CL A15,400$165.7K<0.1%00.0%UnchangedHistory
Kensington Cap Acquist CorpG5235S123UNIT 99/99/999916,590$166.6K<0.1%+16,590New–
ACHRArcher Aviation Inc.Stock38,750$200.3K<0.1%00.0%UnchangedHistory
Schwab U.S. Small-Cap ETF808524607ETF7,046$204.9K<0.1%00.0%Unchanged–
OKEONEOK IncCOM2,292$207.2K<0.1%+2,292NewHistory
HUBBHubbell IncCOM425$208.6K<0.1%+425NewHistory
iShares Tr4642886613 7 YR TREAS BD1,760$208.7K<0.1%00.0%Unchanged–
ETHGrayscale Ethereum Staking Mini ETFSHS NEW10,550$209.5K<0.1%+10,550NewHistory
CECelanese CorpStock3,195$210.1K<0.1%+3,195NewHistory
iShares Select U.S. REIT ETF464287564ETF3,401$210.5K<0.1%00.0%Unchanged–
HODLVanEck Bitcoin ETFSH BEN INT11,000$210.8K<0.1%+11,000NewHistory
GISGeneral Mills IncStock5,669$211.0K<0.1%−1,633−22.4%ReducedHistory
SHOPShopify Inc.Stock1,790$212.3K<0.1%−2,000−52.8%ReducedHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW1,280$212.6K<0.1%00.0%UnchangedHistory
EWEdwards Lifesciences CorpStock2,658$212.9K<0.1%00.0%UnchangedHistory
EMNEastman Chemical CoStock2,805$214.1K<0.1%+2,805NewHistory
Vanguard Health Care ETF92204A504ETF788$214.6K<0.1%00.0%Unchanged–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW1,986$217.8K<0.1%−115−5.5%Reduced–
Schwab U.S. Large-Cap ETF808524201ETF8,523$218.5K<0.1%00.0%Unchanged–
FDXFedEx CorpStock616$219.4K<0.1%+616NewHistory
AMPAmeriprise Financial IncCOM503$223.5K<0.1%−334−39.9%ReducedHistory
WSMWilliams Sonoma IncCOM1,230$224.3K<0.1%00.0%UnchangedHistory
PNRPENTAIR plcSHS2,577$224.5K<0.1%−2−0.1%ReducedHistory
Schwab U.S. Mid-Cap ETF808524508ETF7,317$226.5K<0.1%00.0%Unchanged–
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS5,136$228.3K<0.1%00.0%UnchangedHistory
ACUAcme United CorpCOM5,100$229.0K<0.1%00.0%UnchangedHistory
TDWDTailwind 2.0 Acquisition Corp.ORD SHS CL A23,200$230.1K<0.1%+23,200NewHistory
GGGGraco IncCOM2,736$231.6K<0.1%00.0%UnchangedHistory
CSLCarlisle Companies IncCOM700$233.5K<0.1%00.0%UnchangedHistory
FRMIFermi Inc.COM40,000$233.6K<0.1%+25,000+166.7%AddedHistory
NUENucor CorpCOM1,386$234.4K<0.1%−100−6.7%ReducedHistory
KRKroger CoStock3,257$235.7K<0.1%00.0%UnchangedHistory
COLBColumbia Banking System, Inc.COM8,647$237.2K<0.1%00.0%UnchangedHistory
SOLSSolstice Advanced Materials Inc.COM SHS3,130$238.4K<0.1%+3,130NewHistory
KVUEKenvue Inc.Stock13,846$238.7K<0.1%00.0%UnchangedHistory
KKRKKR & Co. Inc.COM2,582$238.8K<0.1%−20−0.8%ReducedHistory
iShares Inc46434G822MSCI JAPAN ETF2,830$239.0K<0.1%00.0%Unchanged–
HSICHenry Schein IncCOM3,399$250.5K<0.1%00.0%UnchangedHistory
iShares Tr464287184CHINA LG-CAP ETF7,000$251.3K<0.1%00.0%Unchanged–
AZNAstraZeneca PLCADR1,278$252.0K<0.1%+1,278NewHistory
Vanguard Malvern FDS922020805STRM INFPROIDX5,071$253.3K<0.1%00.0%Unchanged–
COINCoinbase Global, Inc.COM CL A1,452$253.5K<0.1%+175+13.7%AddedHistory
DDDuPont de Nemours, Inc.COM5,571$255.2K<0.1%−2,777−33.3%ReducedHistory
SNPSSynopsys IncCOM646$256.1K<0.1%00.0%UnchangedHistory
GTLSChart Industries IncCOM1,250$258.4K<0.1%−85−6.4%ReducedHistory
HALOHalozyme Therapeutics, Inc.COM4,000$258.5K<0.1%00.0%UnchangedHistory
HOLXHologic IncCOM3,465$261.9K<0.1%00.0%UnchangedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF2,864$265.6K<0.1%00.0%Unchanged–
PLDPrologis, Inc.REIT2,014$266.2K<0.1%+2,014NewHistory
FCXFreeport-McMoran IncStock4,543$267.0K<0.1%+4,543NewHistory
FXFInvesco CurrencyShares Swiss Franc TrustSWISS FRANC2,450$270.5K<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF5,969$271.7K<0.1%00.0%Unchanged–
TECHBIO-TECHNE CorpCOM5,207$272.1K<0.1%−1,728−24.9%ReducedHistory
VMCVulcan Materials COCOM1,000$272.3K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V688NEXT GEN CON ETF2,000$277.1K<0.1%00.0%Unchanged–
CRWVCoreWeave, Inc.Stock3,600$278.9K<0.1%00.0%UnchangedHistory
VLOValero Energy CorpStock1,136$280.7K<0.1%+1,136NewHistory
HIGHartford Insurance Group, Inc.Stock2,107$284.9K<0.1%00.0%UnchangedHistory
ZBHZimmer Biomet Holdings, Inc.Stock3,174$287.0K<0.1%00.0%UnchangedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO1,586$288.4K<0.1%−200−11.2%Reduced–
iShares Tr46435G326CORE MSCI INTL3,491$291.7K<0.1%00.0%Unchanged–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,682$292.3K<0.1%00.0%Unchanged–
SSNCSS&C Technologies Holdings IncCOM4,410$298.0K<0.1%00.0%UnchangedHistory
iShares Russell 2000 Growth ETF464287648ETF951$298.4K<0.1%00.0%Unchanged–
iShares Tr464288414NATIONAL MUN ETF2,830$300.4K<0.1%00.0%Unchanged–
Schwab Fundamental International Equity ETF808524755ETF6,186$302.7K<0.1%00.0%Unchanged–
iShares Tr464288166AGENCY BOND ETF2,765$303.3K<0.1%00.0%Unchanged–
CEGConstellation Energy CorpStock1,118$312.2K<0.1%+57+5.4%AddedHistory
PSAPublic StorageCOM1,174$318.1K<0.1%−972−45.3%ReducedHistory
PWRQuanta Services, Inc.COM587$322.3K<0.1%−100−14.6%ReducedHistory
Amplify ETF Tr032108664AMPLIFY CYBERSEC4,360$327.4K<0.1%00.0%Unchanged–
ETREntergy CorpCOM2,924$328.5K<0.1%00.0%UnchangedHistory
Vanguard High Dividend Yield Index ETF921946406ETF2,223$329.2K<0.1%00.0%Unchanged–
GBTCGrayscale Bitcoin Trust ETFETF6,250$329.8K<0.1%00.0%UnchangedHistory
APOApollo Global Management, Inc.COM2,981$332.1K<0.1%00.0%UnchangedHistory
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF6,785$339.2K<0.1%00.0%Unchanged–
SOCSable Offshore Corp.COM SHS20,750$342.8K<0.1%+5,000+31.7%AddedHistory
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS4,800$343.7K<0.1%−2,200−31.4%ReducedHistory

Sold out since Q4 2025 (21)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Evercore Wealth Management, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
BWABorgwarner IncCOM36,221$1.63M<0.1%History
IOTSamsara Inc.Stock25,215$893.9K<0.1%History
EXEExpand Energy CorpCOM5,028$554.9K<0.1%History
BSXBoston Scientific CorpStock3,210$306.1K<0.1%History
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF5,000$290.6K<0.1%–
RIOTRiot Platforms, Inc.COM20,000$253.4K<0.1%History
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT6,896$239.6K<0.1%History
ALNYAlnylam Pharmaceuticals, Inc.COM600$238.6K<0.1%History
XYLXylem Inc.COM1,639$223.2K<0.1%History
ROIVRoivant Sciences Ltd.SHS10,000$217.0K<0.1%History
TAT&T Inc.Stock8,710$216.4K<0.1%History
VMRKVivmark ResidentialSH BEN INT3,421$215.7K<0.1%History
WisdomTree Tr97717W422INDIA ERNGS FD4,475$207.1K<0.1%–
AAgilent Technologies, Inc.COM1,508$205.2K<0.1%History
FSLRFirst Solar, Inc.Stock783$204.5K<0.1%History
ELVElevance Health, Inc.Stock579$203.0K<0.1%History
METMetlife IncStock2,570$202.9K<0.1%History
HYACHaymaker Acquisition Corp VCLASS A16,763$190.8K<0.1%History
ALISUCalisa Acquisition CorpUNIT 09/11/203016,590$173.4K<0.1%History
Factorial Energy Inc.G19307100COM CL A10,100$104.0K<0.1%–
BRBSBlue Ridge Bankshares, Inc.COM20,000$85.4K<0.1%History