Evercore Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
418
Total value ($000)
$6,359,680
Net value change ($000)
-464,495 (-6.8%)
New positions
17
Sold out positions
21
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPOT 73,125 25930.9%
FIX 40,328 27.8%
WMB 24,721 16.7%
GNRC 21,558 40.0%
EOG 21,406 36.9%
VEU 16,955 60.1%
COST 12,462 14.3%
SN 10,833 18.0%
DXJ 7,025 16.8%
VOO 6,834 10.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -102,186 -26.0%
CDW -60,968 -97.8%
BX -48,279 -23.8%
AAPL -46,816 -10.9%
GOOGL -44,485 -14.9%
NVDA -41,701 -9.9%
JPM -32,609 -17.2%
MA -31,985 -14.0%
AMZN -30,519 -11.5%
GOOGL -29,858 -12.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type