Ownership history in Evercore Wealth Management, LLC Β· 55 quarters on record
This page tracks every 13F SEC filing in which Evercore Wealth Management, LLC reported a position in WISDOMTREE TRUST LARGECAP DIVID (DLN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Evercore Wealth Management, LLC underperformed the S&P 500 by β2.5% annually on this DLN position. Timing score: 51% (26/51 decisions correct). Average cost basis: $47.93. Maximum drawdown during holding period: β23.0%.
β οΈ Trailed SPY by 2.5% ann. on this position.
53 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
26 of 51 add/trim decisions correct
Best entry: $19.33 (2012 Q4) Β· Worst: $76.44 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
33 adds Β· 20 trims. Bought during 6 of 12 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.33% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size