Wilkerson Advisory Group’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Wilkerson Advisory Group’s Portfolio CWI Stock Details CWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$935	Hold	23	–	–	﹤0.01%	582
2026 Q1	$842	Hold	23	–	–	﹤0.01%	570
2025 Q4	$826	Buy	+23	New	+$814	﹤0.01%	548

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wilkerson Advisory Group's CWI Position: Q2 2026 in Review

Wilkerson Advisory Group held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 23 shares worth $935. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Wilkerson Advisory Group first reported a position in CWI in Q4 2025 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Wilkerson Advisory Group held 23 shares of State Street SPDR MSCI ACWI ex-US ETF worth $935 as of Q2 2026.
Wilkerson Advisory Group left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q2 2026.
State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #582 holding.
Wilkerson Advisory Group first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2025 and has held it in 3 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.