Position in WNC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$196,217
-$89,003 QoQ
Shares Held
22,763
+53.2% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in WNC Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $167,746,645 across 13 Farm & Heavy Construction Machinery names. WNC ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
156,746 | $111,048,271 | |
| 2 | DE |
Deere & Co
|
48,611 | $27,382,576 | |
| 3 | PCAR |
Paccar Inc
|
176,106 | $20,340,243 | |
| 4 | CNH |
CNH Industrial N.V.
|
226,239 | $2,488,629 | |
| 5 | OSK |
Oshkosh Corp
|
10,785 | $1,587,659 | |
| 6 | AGCO |
Agco Corp /De
|
13,597 | $1,575,484 | |
| 7 | TEX |
Terex Corp
|
19,227 | $1,136,315 | |
| 8 | BLBD |
Blue Bird Corp
|
10,518 | $597,317 |
All Filings in WNC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $196,217 | 22,763 | Shares | Sole | 2026-05-15 | |
| 2024-09-30 | $285,220 | 14,863 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $321,135 | 14,704 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $464,010 | 15,498 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $384,351 | 15,002 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $265,309 | 12,562 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $325,038 | 12,677 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $261,908 | 10,651 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||