Beaumont Financial Advisors’s First Trust WCM International Equity ETF WCMI Stock Holding History

Beaumont Financial Advisors’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	$22.4M	Buy	1,146,836 +379,576	+49%	+$7.11M	1.43%	23
2026 Q1	$12.9M	Sell	767,260 -3,648	-0.5%	-$64.4K	0.88%	35
2025 Q4	$13.1M	Buy	770,908 +1,691	+0.2%	+$28.2K	0.86%	35
2025 Q3	$13M	Sell	769,217 -28,532	-4%	-$453K	0.87%	33
2025 Q2	$12.7M	Buy	+797,749	New	+$11.9M	0.92%	31

Other funds holding WCMI

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Beaumont Financial Advisors's WCMI Position: Q2 2026 in Review

Beaumont Financial Advisors increased its First Trust WCM International Equity ETF (WCMI) stake by 49% in Q2 2026, buying an estimated $7.11M and bringing the position to 1,146,836 shares worth $22.4M. The position accounts for 1.43% of the portfolio, ranked #23.

Beaumont Financial Advisors 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.

Beaumont Financial Advisors held 1,146,836 shares of First Trust WCM International Equity ETF worth $22.4M as of Q2 2026.
Beaumont Financial Advisors bought 379,576 First Trust WCM International Equity ETF shares in Q2 2026, an estimated $7.11M.
First Trust WCM International Equity ETF made up 1.43% of Beaumont Financial Advisors's portfolio in Q2 2026, its #23 holding.
Beaumont Financial Advisors 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 Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.