AO
WCMI

Advisor OS’s First Trust WCM International Equity ETF WCMI Stock Holding History

Advisor OS’s Portfolio WCMI Stock Details WCMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.44M Buy
73,691
+27,202
+59% +$510K 0.1% 154
2026
Q1 		$780K Buy
46,489
+10,031
+28% +$177K 0.06% 216
2025
Q4 		$620K Buy
36,458
+3,100
+9% +$51.8K 0.05% 252
2025
Q3 		$563K Buy
33,358
+5,347
+19% +$85K 0.05% 242
2025
Q2 		$446K Buy
28,011
+4,030
+17% +$60.1K 0.04% 273
2025
Q1 		$339K Buy
23,981
+5,970
+33% +$83.6K 0.04% 300
2024
Q4 		$237K Buy
+18,011
New +$274K 0.03% 368

Other funds holding WCMI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisor OS's WCMI Position: Q2 2026 in Review

Advisor OS increased its First Trust WCM International Equity ETF (WCMI) stake by 59% in Q2 2026, buying an estimated $510K and bringing the position to 73,691 shares worth $1.44M. The position accounts for 0.1% of the portfolio, ranked #154.

Advisor OS first reported a position in WCMI in Q4 2024 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold WCMI as of Q2 2026.

  • Advisor OS held 73,691 shares of First Trust WCM International Equity ETF worth $1.44M as of Q2 2026.
  • Advisor OS bought 27,202 First Trust WCM International Equity ETF shares in Q2 2026, an estimated $510K.
  • First Trust WCM International Equity ETF made up 0.1% of Advisor OS's portfolio in Q2 2026, its #154 holding.
  • Advisor OS first reported a position in First Trust WCM International Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 192 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.