SAM
WSML

Smartleaf Asset Management’s iShares MSCI World Small-Cap ETF WSML Stock Holding History

Smartleaf Asset Management’s Portfolio WSML Stock Details WSML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$136K Hold
3,889
– – ﹤0.01% 1011
2026
Q1 		$117K Sell
3,889
-604
-13% -$19.4K ﹤0.01% 1027
2025
Q4 		$138K Sell
4,493
-1,330
-23% -$40.5K 0.01% 1013
2025
Q3 		$176K Hold
5,823
– – 0.01% 783
2025
Q2 		$162K Buy
+5,823
New +$151K 0.01% 655

Other funds holding WSML

CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
MWPCG
Measured Wealth Private Client Group Portsmouth, New Hampshire $414M AUM 32.23% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Smartleaf Asset Management's WSML Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares MSCI World Small-Cap ETF (WSML) position steady in Q2 2026 at 3,889 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Smartleaf Asset Management first reported a position in WSML in Q2 2025 and has held it in 5 quarters since. The position peaked at $176K in Q3 2025. 10 funds tracked by Wall St. Rank hold WSML as of Q2 2026.

  • Smartleaf Asset Management held 3,889 shares of iShares MSCI World Small-Cap ETF worth $136K as of Q2 2026.
  • Smartleaf Asset Management left its iShares MSCI World Small-Cap ETF share count unchanged in Q2 2026.
  • iShares MSCI World Small-Cap ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1011 holding.
  • Smartleaf Asset Management first reported a position in iShares MSCI World Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • Smartleaf Asset Management's iShares MSCI World Small-Cap ETF position peaked at $176K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held iShares MSCI World Small-Cap ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.