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 Q1	$2.29M	Buy	+73,847	New	+$2.38M	0.06%	236

Other funds holding WSML

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital Analysts LLC's WSML Position: Q1 2026 in Review

Capital Analysts LLC opened a new position in iShares MSCI World Small-Cap ETF (WSML) in Q1 2026: 73,847 shares worth $2.29M. The stake represents 0.06% of the portfolio and ranks #236 among its holdings.

13 funds tracked by Wall St. Rank hold WSML as of Q1 2026.

Capital Analysts LLC held 73,847 shares of iShares MSCI World Small-Cap ETF worth $2.29M as of Q1 2026.
iShares MSCI World Small-Cap ETF was a new Capital Analysts LLC position in Q1 2026.
iShares MSCI World Small-Cap ETF made up 0.06% of Capital Analysts LLC's portfolio in Q1 2026, its #236 holding.
13 funds tracked by Wall St. Rank held iShares MSCI World Small-Cap ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.