WCM INVESTMENT MANAGEMENT, LLC

Position in EVR — Evercore Inc.

CIK 1061186 LAGUNA BEACH, CA

Position in EVR

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$29,895,179

-$5,430,256 QoQ

Shares Held

100,148

-3.5% QoQ

Ownership

0.259%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 78.93218037304788.ToString("F0")% Shared 0.ToString("F0")% None 21.06781962695211.ToString("F0")%

Financial Services · as of Mar 31, 2026

WCM INVESTMENT MANAGEMENT, LLC holds $740,343,471 across 5 Capital Markets names. EVR ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc.	1,734,395	$521,758,047
2	HOOD	Robinhood Markets, Inc.	2,708,576	$187,704,316
3	EVR	Evercore Inc. This page	100,148	$29,895,179
4	IBKR	Interactive Brokers Group, Inc.	8,958	$600,813
5	FUTU	Futu Holdings Ltd	2,816	$385,116

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$29,895,179	100,148	-3.5%	Shares	Sole	2026-05-07
2025-12-31	$35,325,435	103,822	-5.5%	Shares	Sole	2026-02-09
2025-09-30	$37,051,228	109,840	-0.5%	Shares	Sole	2025-11-04
2025-06-30	$29,811,288	110,404	+27.5%	Shares	Sole	2025-07-29
2025-03-31	$17,291,757	86,580	+22.3%	Shares	Sole	2025-04-28
2024-12-31	$19,626,160	70,804	-25.8%	Shares	Sole	2025-02-11
2024-09-30	$24,160,022	95,366	-2.6%	Shares	Sole	2024-11-04
2024-06-30	$20,406,964	97,908	+1.5%	Shares	Sole	2024-07-31
2024-03-31	$18,576,075	96,454	-28.3%	Shares	Sole	2024-04-25
2023-12-31	$22,995,619	134,438	+8.7%	Shares	Sole	2024-01-29
2023-09-30	$17,046,793	123,635	+2.8%	Shares	Sole	2023-10-10
2023-06-30	$14,871,090	120,326	+6.9%	Shares	Sole	2023-07-14
2023-03-31	$12,982,788	112,522	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.