CA
WCMI

Calton & Associates’s First Trust WCM International Equity ETF WCMI Stock Holding History

Calton & Associates’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 		$296K Hold
15,129
– – 0.04% 315
2026
Q1 		$254K Sell
15,129
-187
-1% -$3.3K 0.04% 355
2025
Q4 		$261K Buy
15,316
+4,031
+36% +$67.3K 0.04% 361
2025
Q3 		$190K Buy
11,285
+914
+9% +$14.5K 0.03% 409
2025
Q2 		$165K Buy
+10,371
New +$155K 0.03% 370

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

Calton & Associates's WCMI Position: Q2 2026 in Review

Calton & Associates held its First Trust WCM International Equity ETF (WCMI) position steady in Q2 2026 at 15,129 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #315.

Calton & Associates first reported a position in WCMI in Q2 2025 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold WCMI as of Q2 2026.

  • Calton & Associates held 15,129 shares of First Trust WCM International Equity ETF worth $296K as of Q2 2026.
  • Calton & Associates left its First Trust WCM International Equity ETF share count unchanged in Q2 2026.
  • First Trust WCM International Equity ETF made up 0.04% of Calton & Associates's portfolio in Q2 2026, its #315 holding.
  • Calton & Associates first reported a position in First Trust WCM International Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 192 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.