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
Q1 		– Sell
-2,852
Closed -$266K – 3356
2025
Q4 		$266K Buy
+2,852
New +$262K ﹤0.01% 2327

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KAS
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Mercer Global Advisors's WTV Position: Q1 2026 in Review

Mercer Global Advisors sold out of WisdomTree US Value Fund (WTV) in Q1 2026, closing a stake of 2,852 shares — an estimated $266K sold.

Mercer Global Advisors first reported a position in WTV in Q4 2025 and held it in 1 quarter. The position peaked at $266K in Q4 2025. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

  • Mercer Global Advisors reported no remaining WisdomTree US Value Fund position as of Q1 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 2,852 WisdomTree US Value Fund shares in Q1 2026, an estimated $266K.
  • Mercer Global Advisors first reported a position in WisdomTree US Value Fund in Q4 2025 and held it in 1 quarter.
  • Mercer Global Advisors's WisdomTree US Value Fund position peaked at $266K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

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