Mercer Global Advisors
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Mercer Global Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Mercer Global Advisors’s Portfolio WTV Stock Details WTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38M Buy
+13,533
New +$1.35M ﹤0.01% 1550
2026
Q1 		– Sell
-2,852
Closed -$266K – 3356
2025
Q4 		$266K Buy
+2,852
New +$262K ﹤0.01% 2327

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Mercer Global Advisors opened a new position in WisdomTree US Value Fund (WTV) in Q2 2026: 13,533 shares worth $1.38M. The stake represents ﹤0.01% of the portfolio and ranks #1550 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in WTV as recently as Q4 2025.

Mercer Global Advisors first reported a position in WTV in Q4 2025 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

  • Mercer Global Advisors held 13,533 shares of WisdomTree US Value Fund worth $1.38M as of Q2 2026.
  • WisdomTree US Value Fund was a new Mercer Global Advisors position in Q2 2026.
  • WisdomTree US Value Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1550 holding.
  • Mercer Global Advisors first reported a position in WisdomTree US Value Fund in Q4 2025 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

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