Evercore Wealth Management, LLC ETF holdings
New York, NY
Reported $936.4M in 107 ETFs in its Form 13F for June 30, 2026.
ETF value
$936.4M
ETFs held
107
Change from prior quarter
+13.4%
With price moves
ETFs as a share of its 13F
13.2%
of $7.1B
Top 10 of 107 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $100.4M | 146,121 | +20,657 shares |
| DLN | WisdomTree U.S. LargeCap Dividend Fund | $99.7M | 1,035,464 | −10,966 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $86.8M | 116,201 | +527 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $61.6M | 735,314 | +134,150 shares |
| IVV | iShares Core S&P 500 ETF | $60.5M | 80,729 | +788 shares |
| DXJ | WisdomTree Japan Hedged Equity Fund | $53.9M | 310,765 | +3,141 shares |
| IAU | iShares Gold Trust | $47.4M | 627,964 | +7,332 shares |
| JAAA | Janus Henderson AAA CLO ETF | $44.6M | 883,494 | +107,943 shares |
| GLDM | SPDR Gold MiniShares | $34.8M | 438,275 | +43,406 shares |
| IWF | iShares Russell 1000 Growth ETF | $28.6M | 230,399 | +170,657 shares |
97 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001482689. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Evercore Wealth Management, LLC own?
Evercore Wealth Management, LLC reported 107 ETF positions worth $936.4M in its Form 13F for June 30, 2026. The largest was VOO, at $100.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.