Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 433
- +15 vs. Q1 2026
- Portfolio value
- $7.07B
- +$708.4M (+11.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INACRIndigo Acquisition Corp. | RIGHT 04/02/2027 | 10,730 | $1.18K | <0.1% | 00.0% | Unchanged | History |
| TWLVRTwelve Seas Investment Co III/Cayman | RIGHT 11/21/2030 | 13,610 | $1.77K | <0.1% | +13,610 | New | History |
| IBACRIB Acquisition Corp. | RIGHT 09/28/2025 | 19,576 | $2.25K | <0.1% | 00.0% | Unchanged | History |
| MKLYRMcKinley Acquisition Corp | RIGHT 07/25/2030 | 12,910 | $2.45K | <0.1% | 00.0% | Unchanged | History |
| TDWDRTailwind 2.0 Acquisition Corp. | RIGHT 11/07/2030 | 23,200 | $2.90K | <0.1% | 00.0% | Unchanged | History |
| CAPNRCayson Acquisition Corp | RIGHT 99/99/9999 | 13,000 | $3.09K | <0.1% | 00.0% | Unchanged | History |
| ALISRCalisa Acquisition Corp | RIGHT 09/11/2030 | 16,590 | $10.1K | <0.1% | 00.0% | Unchanged | History |
| CHGGChegg, Inc | COM | 13,688 | $13.8K | <0.1% | 00.0% | Unchanged | History |
| PLUGPlug Power Inc | Stock | 20,000 | $54.2K | <0.1% | 00.0% | Unchanged | History |
| SOCSable Offshore Corp. | COM SHS | 20,750 | $63.9K | <0.1% | 00.0% | Unchanged | History |
| MGNXMacrogenics Inc | COM | 17,543 | $81.0K | <0.1% | 00.0% | Unchanged | History |
| LABStandard Biotools Inc. | COM | 125,000 | $102.8K | <0.1% | 00.0% | Unchanged | History |
| INACIndigo Acquisition Corp. | ORD SHS | 10,730 | $110.0K | <0.1% | 00.0% | Unchanged | History |
| MTALMetals Acquisition Corp. II | ORD CL A | 12,630 | $128.2K | <0.1% | +12,630 | New | History |
| ISNRUSnow Rothschild Acquisition Corp. | UNIT 05/22/2031 | 12,950 | $129.6K | <0.1% | +12,950 | New | History |
| MKLYMcKinley Acquisition Corp | SHS CL A | 12,910 | $131.0K | <0.1% | 00.0% | Unchanged | History |
| TWLVTwelve Seas Investment Co III/Cayman | ORD SHS CL A | 13,610 | $136.0K | <0.1% | +13,610 | New | History |
| APMCUAmperCap Acquisition Co | UNIT 05/22/2031 | 13,850 | $139.1K | <0.1% | +13,850 | New | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 17,994 | $160.5K | <0.1% | 00.0% | Unchanged | History |
| MBVIM3-Brigade Acquisition VI Corp. | ORD SHS CL A | 15,999 | $162.1K | <0.1% | 00.0% | Unchanged | History |
| PCTPureCycle Technologies, Inc. | COM | 20,000 | $162.2K | <0.1% | −80,000−80.0% | Reduced | History |
| CUBLionheart Holdings | SHS CL A | 15,100 | $162.6K | <0.1% | 00.0% | Unchanged | History |
| FIGXFIGX Capital Acquisition Corp. | USD CL A ORD SHS | 15,940 | $163.1K | <0.1% | 00.0% | Unchanged | History |
| Kensington Cap AcquisitionG5235S131 | UNIT 99/99/9999 | 16,588 | $166.0K | <0.1% | +16,588 | New | – |
| BIDWUTribeca Strategic Acquisition Corp. | UNIT 05/22/2031 | 16,800 | $167.2K | <0.1% | +16,800 | New | History |
| ALISCalisa Acquisition Corp | ORD SHS | 16,590 | $168.4K | <0.1% | 00.0% | Unchanged | History |
| CGCFUCartesian Growth Corp IV | UNIT 06/08/2031 | 16,900 | $169.0K | <0.1% | +16,900 | New | History |
| HODLVanEck Bitcoin ETF | SH BEN INT | 11,000 | $182.7K | <0.1% | 00.0% | Unchanged | History |
| ACHRArcher Aviation Inc. | Stock | 38,750 | $183.3K | <0.1% | 00.0% | Unchanged | History |
| SJMJ M SMUCKER Co | Stock | 1,780 | $200.3K | <0.1% | +1,780 | New | History |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 1,304 | $201.2K | <0.1% | +1,304 | New | – |
| iShares Tr464287721 | U.S. TECH ETF | 800 | $201.8K | <0.1% | +800 | New | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 1,882 | $202.9K | <0.1% | +1,882 | New | – |
| SHOPShopify Inc. | Stock | 1,790 | $204.4K | <0.1% | 00.0% | Unchanged | History |
| SLGSL Green Realty Corp | COM | 3,972 | $205.6K | <0.1% | +3,972 | New | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 1,760 | $206.7K | <0.1% | 00.0% | Unchanged | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 2,318 | $208.3K | <0.1% | +2,318 | New | – |
| GGGGraco Inc | COM | 2,763 | $208.9K | <0.1% | +27+1.0% | Added | History |
| INTUIntuit Inc. | Stock | 808 | $210.9K | <0.1% | −795−49.6% | Reduced | History |
| GAMGeneral American Investors Co Inc | COM | 3,313 | $211.2K | <0.1% | +3,313 | New | History |
| DGXQuest Diagnostics Inc | COM | 1,000 | $211.9K | <0.1% | −786−44.0% | Reduced | History |
| WRBBerkley W R Corp | COM | 3,006 | $212.0K | <0.1% | +3,006 | New | History |
| COINCoinbase Global, Inc. | COM CL A | 1,452 | $212.3K | <0.1% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 556 | $215.0K | <0.1% | +556 | New | History |
| HUBBHubbell Inc | COM | 417 | $218.2K | <0.1% | −8−1.9% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 1,663 | $220.9K | <0.1% | +1,663 | New | History |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 2,507 | $222.1K | <0.1% | −623−19.9% | Reduced | History |
| RYRoyal Bank of Canada | Stock | 1,076 | $222.7K | <0.1% | +1,076 | New | History |
| BWABorgwarner Inc | COM | 3,406 | $226.2K | <0.1% | +3,406 | New | History |
| iShares Select U.S. REIT ETF464287564 | ETF | 3,401 | $230.0K | <0.1% | 00.0% | Unchanged | – |
| MNSTMonster Beverage Corp | COM | 2,400 | $230.7K | <0.1% | +2,400 | New | History |
| AMPAmeriprise Financial Inc | COM | 503 | $230.8K | <0.1% | 00.0% | Unchanged | History |
| TDWDTailwind 2.0 Acquisition Corp. | ORD SHS CL A | 23,200 | $232.9K | <0.1% | 00.0% | Unchanged | History |
| ECPGEncore Capital Group Inc | COM | 2,500 | $233.2K | <0.1% | +2,500 | New | History |
| IMXIInternational Money Express, Inc. | COM | 16,228 | $234.5K | <0.1% | −10,280−38.8% | Reduced | History |
| Vanguard Health Care ETF92204A504 | ETF | 788 | $235.6K | <0.1% | 00.0% | Unchanged | – |
| KKRKKR & Co. Inc. | COM | 2,580 | $236.8K | <0.1% | −2−0.1% | Reduced | History |
| DDDuPont de Nemours, Inc. | Stock | 1,748 | $237.1K | <0.1% | −109−5.9% | ReducedConverted for a 1-for-3 split | History |
| EWEdwards Lifesciences Corp | Stock | 2,633 | $238.2K | <0.1% | −25−0.9% | Reduced | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 1,280 | $241.1K | <0.1% | 00.0% | Unchanged | History |
| AZNAstraZeneca PLC | ADR | 1,278 | $242.3K | <0.1% | 00.0% | Unchanged | History |
| ACUAcme United Corp | COM | 5,100 | $243.4K | <0.1% | 00.0% | Unchanged | History |
| WLYJohn Wiley & Sons, Inc. | CL A | 5,060 | $245.5K | <0.1% | +5,060 | New | History |
| EVREvercore Inc. | CLASS A | 720 | $245.8K | <0.1% | −1,000−58.1% | Reduced | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 8,523 | $250.8K | <0.1% | 00.0% | Unchanged | – |
| HPEHewlett Packard Enterprise Co | COM | 5,564 | $251.0K | <0.1% | +5,564 | New | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 330 | $251.8K | <0.1% | +330 | New | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 6,972 | $251.9K | <0.1% | −74−1.1% | Reduced | – |
| BEBloom Energy Corp | COM CL A | 835 | $252.8K | <0.1% | +835 | New | History |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 1,986 | $253.8K | <0.1% | 00.0% | Unchanged | – |
| CSLCarlisle Companies Inc | COM | 700 | $253.9K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 5,166 | $259.5K | <0.1% | +95+1.9% | Added | – |
| GTLSChart Industries Inc | COM | 1,250 | $261.2K | <0.1% | 00.0% | Unchanged | History |
| BETABETA Technologies, Inc. | COM SHS CL A | 15,691 | $262.8K | <0.1% | +15,691 | New | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 2,830 | $264.0K | <0.1% | 00.0% | Unchanged | – |
| KVUEKenvue Inc. | Stock | 13,846 | $264.6K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 7,242 | $267.0K | <0.1% | −75−1.0% | Reduced | – |
| FXFInvesco CurrencyShares Swiss Franc Trust | SWISS FRANC | 2,450 | $267.2K | <0.1% | 00.0% | Unchanged | History |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 4,800 | $269.9K | <0.1% | 00.0% | Unchanged | History |
| PLDPrologis, Inc. | REIT | 2,014 | $272.8K | <0.1% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,834 | $273.0K | <0.1% | −3,000−38.3% | Reduced | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,174 | $273.3K | <0.1% | 00.0% | Unchanged | History |
| SSNCSS&C Technologies Holdings Inc | COM | 4,410 | $273.6K | <0.1% | 00.0% | Unchanged | History |
| CMSCMS Energy Corp | COM | 3,600 | $275.4K | <0.1% | +3,600 | New | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,864 | $276.3K | <0.1% | 00.0% | Unchanged | – |
| COLBColumbia Banking System, Inc. | COM | 8,647 | $277.1K | <0.1% | 00.0% | Unchanged | History |
| CEGConstellation Energy Corp | Stock | 1,118 | $277.7K | <0.1% | 00.0% | Unchanged | History |
| HIGHartford Insurance Group, Inc. | Stock | 2,107 | $279.2K | <0.1% | 00.0% | Unchanged | History |
| HSICHenry Schein Inc | COM | 3,399 | $283.9K | <0.1% | 00.0% | Unchanged | History |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 6,250 | $284.5K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 5,969 | $284.8K | <0.1% | 00.0% | Unchanged | – |
| FCXFreeport-McMoran Inc | Stock | 4,542 | $285.6K | <0.1% | −10.0% | Reduced | History |
| WSMWilliams Sonoma Inc | COM | 1,230 | $286.7K | <0.1% | 00.0% | Unchanged | History |
| SNPSSynopsys Inc | COM | 646 | $288.2K | <0.1% | 00.0% | Unchanged | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,682 | $292.5K | <0.1% | 00.0% | Unchanged | – |
| VLOValero Energy Corp | Stock | 1,126 | $293.3K | <0.1% | −10−0.9% | Reduced | History |
| VMCVulcan Materials CO | COM | 1,000 | $295.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288166 | AGENCY BOND ETF | 2,765 | $302.1K | <0.1% | 00.0% | Unchanged | – |
| NUENucor Corp | COM | 1,366 | $304.3K | <0.1% | −20−1.4% | Reduced | History |
| iShares Tr46435G326 | CORE MSCI INTL | 3,491 | $310.7K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q1 2026 (21)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 16,353 | $3.70M | 0.1% | History |
| WTMWhite Mountains Insurance Group Ltd | COM | 200 | $439.4K | <0.1% | History |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 1,586 | $288.4K | <0.1% | – |
| HOLXHologic Inc | COM | 3,465 | $261.9K | <0.1% | History |
| iShares Tr464287184 | CHINA LG-CAP ETF | 7,000 | $251.3K | <0.1% | – |
| KRKroger Co | Stock | 3,257 | $235.7K | <0.1% | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 5,136 | $228.3K | <0.1% | History |
| PNRPENTAIR plc | SHS | 2,577 | $224.5K | <0.1% | History |
| FDXFedEx Corp | Stock | 616 | $219.4K | <0.1% | History |
| EMNEastman Chemical Co | Stock | 2,805 | $214.1K | <0.1% | History |
| GISGeneral Mills Inc | Stock | 5,669 | $211.0K | <0.1% | History |
| CECelanese Corp | Stock | 3,195 | $210.1K | <0.1% | History |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 10,550 | $209.5K | <0.1% | History |
| OKEONEOK Inc | COM | 2,292 | $207.2K | <0.1% | History |
| Kensington Cap Acquist CorpG5235S123 | UNIT 99/99/9999 | 16,590 | $166.6K | <0.1% | – |
| ALFCenturion Acquisition Corp. | SHS CL A | 15,400 | $165.7K | <0.1% | History |
| LEGTLegato Merger Corp. III | ORD SHS | 14,300 | $157.2K | <0.1% | History |
| TWLVUTwelve Seas Investment Co III/Cayman | UNIT 11/21/2030 | 13,610 | $136.2K | <0.1% | History |
| Metals Acquisition Corp. IIG60420125 | UNIT 99/99/9999 | 12,630 | $127.4K | <0.1% | – |
| SOUNSoundhound AI, Inc. | CLASS A COM | 13,200 | $90.7K | <0.1% | History |
| AURAurora Innovation, Inc. | CLASS A COM | 12,000 | $49.4K | <0.1% | History |