Mercer Global Advisors
EPS icon

Mercer Global Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Mercer Global Advisors’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$490K Buy
6,299
+2,950
+88% +$223K ﹤0.01% 2308
2026
Q1 		$228K Sell
3,349
-3,558
-52% -$252K ﹤0.01% 2704
2025
Q4 		$489K Buy
+6,907
New +$483K ﹤0.01% 1881
2024
Q4 		– Sell
-10,587
Closed -$631K – 2157
2024
Q3 		$631K Buy
10,587
+12
+0.1% +$694 ﹤0.01% 1218
2024
Q2 		$602K Buy
10,575
+12
+0.1% +$662 ﹤0.01% 1210
2024
Q1 		$585K Sell
10,563
-620
-6% -$32.5K ﹤0.01% 1193
2023
Q4 		$560K Buy
11,183
+115
+1% +$5.43K ﹤0.01% 1254
2023
Q3 		$506K Sell
11,068
-410
-4% -$19.4K ﹤0.01% 1243
2023
Q2 		$536K Sell
11,478
-1,223
-10% -$54.6K ﹤0.01% 1196
2023
Q1 		$555K Sell
12,701
-571
-4% -$24.7K ﹤0.01% 1153
2022
Q4 		$552K Buy
+13,272
New +$552K ﹤0.01% 1154

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mercer Global Advisors's EPS Position: Q2 2026 in Review

Mercer Global Advisors increased its WisdomTree US LargeCap Fund (EPS) stake by 88% in Q2 2026, buying an estimated $223K and bringing the position to 6,299 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #2308.

Mercer Global Advisors first reported a position in EPS in Q4 2022 and has held it in 11 quarters since. The position peaked at $631K in Q3 2024. 174 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • Mercer Global Advisors held 6,299 shares of WisdomTree US LargeCap Fund worth $490K as of Q2 2026.
  • Mercer Global Advisors bought 2,950 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $223K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2308 holding.
  • Mercer Global Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2022 and has held it in 11 quarters since.
  • Mercer Global Advisors's WisdomTree US LargeCap Fund position peaked at $631K in Q3 2024.
  • 174 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.