Independent Financial History Study and Journalism
A source-driven history of the mutual fund organized as a Maryland corporation in December 1945, its regulatory record, and its eventual transition into the Evercore Equity Fund.
Historical overview
The Wall Street Fund, Inc. was an open-end, diversified management investment company registered with the Securities and Exchange Commission under File No. 811-00515. Its 2005 registration statement placed its origins in December 1945 — articles dated December 21, a reported launch on December 23, and organization as a Maryland corporation on December 26. Its stated objective was growth of capital through a diversified portfolio of common stocks.
The domain now hosting this archive, thewallstreetfund.com, appeared on the cover of that 2005 prospectus as the fund’s own web address. From 1984 the fund was managed day to day by Robert P. Morse through Wall Street Management Corporation, a Massachusetts adviser organized in 1954. Evercore Wealth Management, LLC became adviser on May 1, 2010.
In 2014 shareholders approved a reorganization into a series of Wall Street EWM Funds Trust; the fund made its final distribution on September 30 and the transfer took effect at the close of business on October 1. The successor series was renamed Evercore Equity Fund on March 1, 2016, and the original corporation applied for deregistration in December 2016, a step noticed in the Federal Register on February 2, 2017. The successor fund operates today under its own adviser and is a separate entity from this archive and its publisher.
Key dates
Organized as a Maryland corporation
Post-Effective Amendment No. 61 filed (485APOS)
Final distribution to shareholders
Asset transfer effective; successor adopts predecessor history
Renamed Evercore Equity Fund
Deregistration application filed
Notice published in the Federal Register
Filing, transaction, effective and publication dates are distinguished throughout. Where sources disagree, both dates appear.
How dates are typed →Featured primary sources
Registration statement (prospectus and statement of additional information)
The most complete contemporaneous self-description of the fund in the supplied record.
Federal Register notice
The government record that closes the fund's regulatory life.
Registration statement (prospectus and statement of additional information)
The successor's own legal account of how the fund's assets, history and name were carried forward.
Research themes
Essays
The fund's own 2005 filing gives three distinct December 1945 dates for its beginning, and its successor's website gives a fourth. This essay treats the discrepancy as evidence rather than error, reconstructing the corporate events each date most plausibly records and drawing out what the pattern shows about how funds remember their origins.
Ryan Elliott Dennis · Founding (1945–1946)
With year-end net assets between $11.6 million and $22.6 million, The Wall Street Fund, Inc. operated at a scale where fixed costs dominate. This essay reads the 2005 fee table, the tiered expense cap and nine years of audited financial highlights as a case study in the cost structure of the small, adviser-distributed American mutual fund.
Ryan Elliott Dennis · Morse era (1984–2010)
The fund stated a single objective — growth of capital — and a three-part method for pursuing it. This essay reads that language closely, situates it within the disclosure conventions of Form N-1A, examines what the audited turnover and quarterly extremes reveal about the method in practice, and compares the framing carried forward by the successor fund in 2019.
Ryan Elliott Dennis · Morse era (1984–2010) and Evercore era (2010–present)
Methodology
Every factual statement resolves to a claim record with a source, a pinpoint citation, a confidence level and a verification date. Hover any marker such as C-022 to read the evidence in place. Secondary sources locate evidence; primary sources establish facts.
Read the methodology →Corrections
Readers with primary documents, corrected dates, or additional context can submit them through the contact page. Every accepted correction preserves the original text and is entered in a public log.