CAL
WSML

Capital Analysts LLC’s iShares MSCI World Small-Cap ETF WSML Stock Holding History

Capital Analysts LLC’s Portfolio WSML Stock Details WSML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.75M Buy
78,061
+4,214
+6% +$143K 0.06% 229
2026
Q1 		$2.29M Buy
+73,847
New +$2.38M 0.06% 236

Other funds holding WSML

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Capital Analysts LLC's WSML Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares MSCI World Small-Cap ETF (WSML) stake by 5.7% in Q2 2026, buying an estimated $143K and bringing the position to 78,061 shares worth $2.75M. The position accounts for 0.06% of the portfolio, ranked #229.

Capital Analysts LLC first reported a position in WSML in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold WSML as of Q2 2026.

  • Capital Analysts LLC held 78,061 shares of iShares MSCI World Small-Cap ETF worth $2.75M as of Q2 2026.
  • Capital Analysts LLC bought 4,214 iShares MSCI World Small-Cap ETF shares in Q2 2026, an estimated $143K.
  • iShares MSCI World Small-Cap ETF made up 0.06% of Capital Analysts LLC's portfolio in Q2 2026, its #229 holding.
  • Capital Analysts LLC first reported a position in iShares MSCI World Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held iShares MSCI World Small-Cap ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.