SEC 13F Intelligence

Managers / Q1 2024 · view latest →

Evercore Wealth Management, LLC

CIK 0001482689 · 55 EAST 52ND STREET, 23RD FLOOR, NEW YORK, NY, 10055 · 646-264-2380

Reported Value
$6.4B
Q1 2024
Positions
740
Filings on Record
30
2019–present window
Filed
May 15, 2024
original filing

Summary

Evercore Wealth Management, Llc reported $6.4B in U.S.-listed holdings across 740 positions for Q1 2024.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $2.6BQ4 ’18Q1 ’19: $3.1BQ2 ’19: $3.3BQ3 ’19: $3.4BQ4 ’19: $3.7BQ4 ’19Q1 ’20: $3.0BQ2 ’20: $3.7BQ3 ’20: $4.1BQ4 ’20: $4.6BQ4 ’20Q1 ’21: $5.0BQ2 ’21: $5.5BQ3 ’21: $5.5BQ4 ’21: $6.1BQ4 ’21Q1 ’22: $5.7BQ2 ’22: $4.7BQ3 ’22: $4.4BQ4 ’22: $4.77TQ4 ’22Q1 ’23: $5.0BQ2 ’23: $5.5BQ3 ’23: $5.3BQ4 ’23: $6.0BQ4 ’23Q1 ’24: $6.4BQ2 ’24: $6.4BQ3 ’24: $6.7BQ4 ’24: $6.7BQ4 ’24Q1 ’25: $6.2BQ2 ’25: $6.4BQ3 ’25: $6.8BQ4 ’25: $6.8BQ4 ’25Q1 ’26: $6.4Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 85.9%ETP: 8.0%Other: 4.3%REIT: 1.6%MLP: 0.2%
  • Common Stock · 85.9% · $5.5B
  • ETP · 8.0% · $510M
  • Other · 4.3% · $275M
  • REIT · 1.6% · $103M
  • MLP · 0.2% · $12M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2024

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$6.4B722May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$6.8B737Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$6.8B733Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$6.4B722Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$6.2B728May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$6.7B744Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$6.7B737Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$6.4B728Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$6.4B740May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$6.0B743Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$5.3B709Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$5.5B713Aug 4, 202313F-HRchanges · EDGAR ↗
Q1 2023$5.0B710May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$4.77T695Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$4.4B673Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$4.7B693Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$5.7B738May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$6.1B729Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$5.5B733Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$5.5B742Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$5.0B755May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$4.6B751Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$4.1B699Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$3.7B703Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$3.0B690May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$3.7B741Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$3.4B732Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$3.3B753Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$3.1B760May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$2.6B618Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.