Year All 1940 2005 2010 2017 2019
Document type All Contract amendment (fund service agreement) Federal Register notice Registration statement (prospectus and statement of additional information) Statute
Issuing entity All The Wall Street Fund, Inc. The Wall Street Fund, Inc. and U.S. Bank, N.A. U.S. Securities and Exchange Commission United States Congress Wall Street EWM Funds Trust
Regulatory form All Exhibit to a registration statement (original EDGAR location pending confirmation) Form N-1A / 485APOS Form N-1A / 485BPOS SEC Release No. IC-32456; FR Doc. 2017-02180 —
Historical period All Evercore era (2010–present) Morse era (1984–2010) Regulatory framework Reorganization (2014–2017)
Topic All Continuity and change Fees and expenses Fund governance Investment philosophy Regulation Reorganization Shareholder communication
Source confidence All Established Strongly supported
Provenance All Primary source Secondary copy
People or institutions All Clifton H.W. Maloney Evercore Equity Fund Evercore Wealth Management, LLC Foley & Lardner Harlan K. Ullman, Ph.D. PricewaterhouseCoopers LLP Quasar Distributors, LLC Robert P. Morse The Wall Street Fund, Inc. U.S. Bancorp Fund Services, LLC U.S. Bank, National Association U.S. Securities and Exchange Commission Wall Street EWM Funds Trust Wall Street Management Corporation (WSMC)