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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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