Wall Street EWM Funds Trust (Evercore Equity Fund) — Form N-1A, Post-Effective Amendment No. 19 (485BPOS), filed April 26, 2019

Historical significance

The successor's own legal account of how the fund's assets, history and name were carried forward. Read alongside the 2017 Federal Register notice, it allows the archive to distinguish the shareholder-vote date, the distribution date, the effective date, and the renaming date.

Selected excerpts

Contemporaneous quotation, reproduced briefly for scholarship and commentary. The complete text is available at the original address above.

1. C-019

   Evercore Wealth Management, LLC has served as investment adviser to the fund and its predecessor since May 1, 2010.

   Wall Street EWM Funds Trust (Evercore Equity Fund), Form N-1A, Post-Effective Amendment No. 19 / Amendment No. 20 (Form Type 485BPOS) — SAI, "Information About Adviser".

   “The Adviser has served as the investment adviser to the Fund and the Predecessor Fund since May 1, 2010.”

   Note. The mechanism of the 2010 adviser change (acquisition, assignment, or new contract) is described in the supplied records only as the adviser having served since that date. The current Evercore website characterizes it as an acquisition of the fund in 2010; the archive labels that as the successor's characterization.

   EstablishedConfidence: Established. Directly supported by a primary sourceverified 2026-09-04
2. C-020

   Wall Street EWM Funds Trust was organized as a Delaware statutory trust on April 12, 2011.

   Wall Street EWM Funds Trust (Evercore Equity Fund), Form N-1A, Post-Effective Amendment No. 19 / Amendment No. 20 (Form Type 485BPOS) — SAI, opening paragraph.

   EstablishedConfidence: Established. Directly supported by a primary sourceverified 2026-09-04
3. C-021

   On September 15, 2014, shareholders of The Wall Street Fund, Inc. approved its reorganization into the series of Wall Street EWM Funds Trust.

   Wall Street EWM Funds Trust (Evercore Equity Fund), Form N-1A, Post-Effective Amendment No. 19 / Amendment No. 20 (Form Type 485BPOS) — SAI, opening paragraph.

   “On September 15, 2014, the shareholders of the Predecessor Fund approved the reorganization of the Predecessor Fund into the Fund”

   EstablishedConfidence: Established. Directly supported by a primary sourceverified 2026-09-04
4. C-023

   Effective as of the close of business on October 1, 2014, the assets of The Wall Street Fund, Inc. were transferred to the successor fund in exchange for shares and the successor's assumption of liabilities; the successor adopted the predecessor's performance and financial history.

   Wall Street EWM Funds Trust (Evercore Equity Fund), Form N-1A, Post-Effective Amendment No. 19 / Amendment No. 20 (Form Type 485BPOS) — SAI, opening paragraph; Prospectus, "Bar Chart and Performance".

   EstablishedConfidence: Established. Directly supported by a primary sourceverified 2026-09-04
5. C-024

   On March 1, 2016, the successor fund's name changed from "The Wall Street Fund" to "Evercore Equity Fund."

   Wall Street EWM Funds Trust (Evercore Equity Fund), Form N-1A, Post-Effective Amendment No. 19 / Amendment No. 20 (Form Type 485BPOS) — SAI, opening paragraph.

   “On March 1, 2016, the Fund's name changed from "The Wall Street Fund" to "Evercore Equity Fund."”

   EstablishedConfidence: Established. Directly supported by a primary sourceverified 2026-09-04
6. C-027

   Evercore Equity Fund is the sole series of Wall Street EWM Funds Trust and trades under the symbol EWMCX.

   Wall Street EWM Funds Trust (Evercore Equity Fund), Form N-1A, Post-Effective Amendment No. 19 / Amendment No. 20 (Form Type 485BPOS) — Prospectus cover; SAI opening paragraph.

   EstablishedConfidence: Established. Directly supported by a primary sourceverified 2026-09-04
7. C-028

   The successor fund's advisory fee under the 2019 filing was 0.75% of average daily net assets, and its distributor was Quasar Distributors, LLC.

   Wall Street EWM Funds Trust (Evercore Equity Fund), Form N-1A, Post-Effective Amendment No. 19 / Amendment No. 20 (Form Type 485BPOS) — SAI, "Description of the Advisory Fee"; "Principal Underwriter".

   EstablishedConfidence: Established. Directly supported by a primary sourceverified 2026-09-04
8. C-029

   Portfolio managers of the successor fund as of 2019 were Timothy Evnin (since 2010, including the predecessor), Charles D. Ryan (since December 2011) and Michael Seppelt, CFA (with the fund since February 2014).

   Wall Street EWM Funds Trust (Evercore Equity Fund), Form N-1A, Post-Effective Amendment No. 19 / Amendment No. 20 (Form Type 485BPOS) — Prospectus, "Portfolio Managers".

   EstablishedConfidence: Established. Directly supported by a primary sourceverified 2026-09-04

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