Wealth Enhancement Advisory Services’s Mercer International MERC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio MERC Stock Details MERC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-42,610	Closed	-$96.3K	–	3771
2025 Q4	$96.3K	Sell	42,610 -29	-0.1%	-$61	﹤0.01%	3437
2025 Q3	$121K	Sell	42,639 -23,667	-36%	-$78K	﹤0.01%	3288
2025 Q2	$247K	Buy	66,306 +4,184	+7%	+$17.3K	﹤0.01%	2812
2025 Q1	$382K	Sell	62,122 -6,691	-10%	-$44.9K	﹤0.01%	2244
2024 Q4	$447K	Buy	68,813 +264	+0.4%	+$1.73K	﹤0.01%	2071
2024 Q3	$464K	Sell	68,549 -188	-0.3%	-$1.3K	﹤0.01%	1872
2024 Q2	$587K	Buy	68,737 +42	+0.1%	+$405	﹤0.01%	1554
2024 Q1	$684K	Sell	68,695 -41	-0.1%	-$367	﹤0.01%	1410
2023 Q4	$652K	Sell	68,736 -111	-0.2%	-$996	﹤0.01%	1354
2023 Q3	$591K	Buy	+68,847	New	+$594K	﹤0.01%	1339

Other funds holding MERC

IAT Reinsurance New York $167M AUM 46% 1-Year Est. Return

RCM

Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RAM

Readystate Asset Management Chicago, Illinois $2.93B AUM 18.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's MERC Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Mercer International (MERC) in Q1 2026, closing a stake of 42,610 shares — an estimated $96.3K sold.

Wealth Enhancement Advisory Services first reported a position in MERC in Q3 2023 and held it in 10 quarters. The position peaked at $684K in Q1 2024. 76 funds tracked by Wall St. Rank hold MERC as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining Mercer International position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 42,610 Mercer International shares in Q1 2026, an estimated $96.3K.
Wealth Enhancement Advisory Services first reported a position in Mercer International in Q3 2023 and held it in 10 quarters.
Wealth Enhancement Advisory Services's Mercer International position peaked at $684K in Q1 2024.
76 funds tracked by Wall St. Rank held Mercer International as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.