WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in EVR — Evercore Inc.

CIK 1632972 PLYMOUTH, MN

Position in EVR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$9,160,835

+$2,573,317 QoQ

Shares Held

26,830

+21.6% QoQ

Ownership

0.069%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

of 60 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 3.428997390980246.ToString("F0")% Shared 0.ToString("F0")% None 96.57100260901976.ToString("F0")%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $455,007,358 across 38 Capital Markets names. EVR ranks #8 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	730,082	$152,616,341
2	GS	Goldman Sachs Group Inc	84,239	$85,196,797
3	SCHW	Schwab Charles Corp	732,753	$67,611,119
4	WULF	Terawulf Inc.	1,959,166	$48,391,400
5	MC	Moelis & Co	283,885	$18,571,756
6	HOOD	Robinhood Markets, Inc.	138,296	$13,868,322
7	TW	Tradeweb Markets Inc.	96,556	$9,622,770
8	EVR	Evercore Inc. This page	26,830	$9,160,835

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,160,835	26,830	+21.6%	Shares	Sole	2026-07-15
2026-03-31	$6,587,518	22,068	+47.5%	Shares	Sole	2026-04-08
2025-12-31	$5,089,799	14,959	+0.2%	Shares	Sole	2026-01-08
2025-09-30	$5,035,175	14,927	+19.6%	Shares	Sole	2025-10-29
2025-06-30	$3,371,199	12,485	+174.0%	Shares	Sole	2025-07-10
2025-03-31	$909,924	4,556	-22.5%	Shares	Sole	2025-04-16
2024-12-31	$1,629,600	5,879	+66.2%	Shares	Sole	2025-03-17
2024-09-30	$896,063	3,537	+30.0%	Shares	Sole	2024-10-24
2024-06-30	$567,138	2,721	+6.7%	Shares	Sole	2024-07-16
2024-03-31	$491,104	2,550	+6.3%	Shares	Sole	2024-04-15
2023-12-31	$410,177	2,398	+20.9%	Shares	Sole	2024-01-30
2023-09-30	$273,553	1,984	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.