WCM INVESTMENT MANAGEMENT, LLC

Position in EVR — Evercore Inc.

CIK 1061186 LAGUNA BEACH, CA

Position in EVR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$34,105,417

+$4,210,238 QoQ

Shares Held

99,887

-0.3% QoQ

Ownership

0.260%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#60

of 703 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Financial Services · as of Jun 30, 2026

WCM INVESTMENT MANAGEMENT, LLC holds $824,001,356 across 4 Capital Markets names. EVR ranks #3 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc.	1,810,058	$509,857,137
2	HOOD	Robinhood Markets, Inc.	2,784,462	$279,225,849
3	EVR	Evercore Inc. This page	99,887	$34,105,417
4	IBKR	Interactive Brokers Group, Inc.	9,340	$812,953

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,105,417	99,887	-0.3%	Shares	Sole	2026-08-13
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.