MWPCG
WSML

Measured Wealth Private Client Group’s iShares MSCI World Small-Cap ETF WSML Stock Holding History

Measured Wealth Private Client Group’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 		$26.9K Hold
866
– – 0.01% 405
2025
Q4 		$26.4K Hold
866
– – 0.01% 415
2025
Q3 		$26.2K Buy
+866
New +$25.2K 0.01% 417

Other funds holding WSML

Jane Street
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BlackRock
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
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Measured Wealth Private Client Group's WSML Position: Q1 2026 in Review

Measured Wealth Private Client Group held its iShares MSCI World Small-Cap ETF (WSML) position steady in Q1 2026 at 866 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #405.

Measured Wealth Private Client Group first reported a position in WSML in Q3 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold WSML as of Q1 2026.

  • Measured Wealth Private Client Group held 866 shares of iShares MSCI World Small-Cap ETF worth $26.9K as of Q1 2026.
  • Measured Wealth Private Client Group left its iShares MSCI World Small-Cap ETF share count unchanged in Q1 2026.
  • iShares MSCI World Small-Cap ETF made up 0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #405 holding.
  • Measured Wealth Private Client Group first reported a position in iShares MSCI World Small-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held iShares MSCI World Small-Cap ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.