Ownership history in Evercore Wealth Management, LLC · 48 quarters on record
This page tracks every 13F SEC filing in which Evercore Wealth Management, LLC reported a position in WEX INC COM (WEX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 1,286 | — | 0% | 0.00% | $203K | $157.53 |
| 2025 Q1 | REDUCED | 1,286 | -146 | -10.2% | 0.00% | $202K | $157.02 |
| 2024 Q4 | UNCHANGED | 1,432 | — | 0% | 0.00% | $251K | $175.32 |
| 2024 Q3 | UNCHANGED | 1,432 | — | 0% | 0.00% | $300K | $209.73 |
| 2024 Q2 | UNCHANGED | 1,432 | — | 0% | 0.00% | $254K | $177.14 |
| 2024 Q1 | UNCHANGED | 1,432 | — | 0% | 0.01% | $340K | $237.53 |
| 2023 Q4 | REDUCED | 1,432 | -71 | -4.7% | 0.00% | $279K | $194.55 |
| 2023 Q3 | UNCHANGED | 1,503 | — | 0% | 0.01% | $283K | $188.09 |
| 2023 Q2 | UNCHANGED | 1,503 | — | 0% | 0.01% | $274K | $182.07 |
| 2023 Q1 | REDUCED | 1,503 | -47 | -3.0% | 0.01% | $276K | $183.89 |
As of 2025 Q4 — sorted by position size