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 Q3	–	Sell	-3,889	Closed	-$136K	–	3841
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

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Leo Wealth LLC Hurst, Texas $471M AUM

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Measured Wealth Private Client Group Portsmouth, New Hampshire $398M AUM 22.66% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

BSC

BOLTON SECURITIES CORPORATION Bolton, Massachusetts $2.66B AUM 30.52% 1-Year Est. Return

Smartleaf Asset Management's WSML Position: Q3 2026 in Review

Smartleaf Asset Management sold out of iShares MSCI World Small-Cap ETF (WSML) in Q3 2026, closing a stake of 3,889 shares — an estimated $136K sold.

Smartleaf Asset Management first reported a position in WSML in Q2 2025 and held it in 5 quarters. The position peaked at $176K in Q3 2025. 9 funds tracked by Wall St. Rank hold WSML as of Q3 2026.

Smartleaf Asset Management reported no remaining iShares MSCI World Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
Smartleaf Asset Management sold 3,889 iShares MSCI World Small-Cap ETF shares in Q3 2026, an estimated $136K.
Smartleaf Asset Management first reported a position in iShares MSCI World Small-Cap ETF in Q2 2025 and held it in 5 quarters.
Smartleaf Asset Management's iShares MSCI World Small-Cap ETF position peaked at $176K in Q3 2025.
9 funds tracked by Wall St. Rank held iShares MSCI World Small-Cap ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.