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
Q2 		$1.03M Buy
52,644
+8,337
+19% +$156K 0.29% 55
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 $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

Barrett & Company's WCMI Position: Q2 2026 in Review

Barrett & Company increased its First Trust WCM International Equity ETF (WCMI) stake by 19% in Q2 2026, buying an estimated $156K and bringing the position to 52,644 shares worth $1.03M. The position accounts for 0.29% of the portfolio, ranked #55.

Barrett & Company first reported a position in WCMI in Q2 2025 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold WCMI as of Q2 2026.

  • Barrett & Company held 52,644 shares of First Trust WCM International Equity ETF worth $1.03M as of Q2 2026.
  • Barrett & Company bought 8,337 First Trust WCM International Equity ETF shares in Q2 2026, an estimated $156K.
  • First Trust WCM International Equity ETF made up 0.29% of Barrett & Company's portfolio in Q2 2026, its #55 holding.
  • Barrett & Company first reported a position in First Trust WCM International Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 193 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.