BC
WCMI

Barrett & Company’s First Trust WCM International Equity ETF WCMI Stock Holding History

Barrett & Company’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
Q1 		$743K Buy
44,307
+8,207
+23% +$145K 0.26% 61
2025
Q4 		$614K Buy
36,100
+6,000
+20% +$100K 0.2% 72
2025
Q3 		$508K Buy
30,100
+6,800
+29% +$108K 0.17% 85
2025
Q2 		$371K Buy
+23,300
New +$348K 0.14% 99

Other funds holding WCMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Barrett & Company's WCMI Position: Q1 2026 in Review

Barrett & Company increased its First Trust WCM International Equity ETF (WCMI) stake by 23% in Q1 2026, buying an estimated $145K and bringing the position to 44,307 shares worth $743K. The position accounts for 0.26% of the portfolio, ranked #61.

Barrett & Company first reported a position in WCMI in Q2 2025 and has held it in 4 quarters since. 171 funds tracked by Wall St. Rank hold WCMI as of Q1 2026.

  • Barrett & Company held 44,307 shares of First Trust WCM International Equity ETF worth $743K as of Q1 2026.
  • Barrett & Company bought 8,207 First Trust WCM International Equity ETF shares in Q1 2026, an estimated $145K.
  • First Trust WCM International Equity ETF made up 0.26% of Barrett & Company's portfolio in Q1 2026, its #61 holding.
  • Barrett & Company first reported a position in First Trust WCM International Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 171 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.