Mercer Global Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Mercer Global Advisors’s Portfolio EES Stock Details EES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,668	Closed	-$323K	–	3254
2025 Q4	$323K	Buy	+5,668	New	+$317K	﹤0.01%	2173
2024 Q4	–	Sell	-9,529	Closed	-$494K	–	2151
2024 Q3	$494K	Sell	9,529 -3,515	-27%	-$178K	﹤0.01%	1337
2024 Q2	$615K	Sell	13,044 -51	-0.4%	-$2.44K	﹤0.01%	1196
2024 Q1	$656K	Sell	13,095 -765	-6%	-$36.8K	﹤0.01%	1140
2023 Q4	$691K	Sell	13,860 -182	-1%	-$8.05K	﹤0.01%	1147
2023 Q3	$608K	Sell	14,042 -4,211	-23%	-$192K	﹤0.01%	1159
2023 Q2	$818K	Sell	18,253 -3,126	-15%	-$133K	﹤0.01%	1019
2023 Q1	$924K	Sell	21,379 -869	-4%	-$39.4K	﹤0.01%	942
2022 Q4	$948K	Buy	+22,248	New	+$962K	﹤0.01%	938

Other funds holding EES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Mercer Global Advisors's EES Position: Q1 2026 in Review

Mercer Global Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2026, closing a stake of 5,668 shares — an estimated $323K sold.

Mercer Global Advisors first reported a position in EES in Q4 2022 and held it in 9 quarters. The position peaked at $948K in Q4 2022. 165 funds tracked by Wall St. Rank hold EES as of Q1 2026.

Mercer Global Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2026 after selling out during the quarter.
Mercer Global Advisors sold 5,668 WisdomTree US SmallCap Earnings Fund shares in Q1 2026, an estimated $323K.
Mercer Global Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2022 and held it in 9 quarters.
Mercer Global Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $948K in Q4 2022.
165 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.