Carson Wealth (CWM LLC)
WCMI

Carson Wealth (CWM LLC)’s First Trust WCM International Equity ETF WCMI Stock Holding History

Carson Wealth (CWM LLC)’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 		$25.8M Buy
1,540,500
+186,354
+14% +$3.29M 0.07% 265
2025
Q4 		$23M Buy
1,354,146
+23,394
+2% +$391K 0.06% 282
2025
Q3 		$22.4M Buy
1,330,752
+158,841
+14% +$2.52M 0.07% 246
2025
Q2 		$18.6M Buy
1,171,911
+68,086
+6% +$1.02M 0.07% 250
2025
Q1 		$15.6M Buy
+1,103,825
New +$15.5M 0.06% 264

Other funds holding WCMI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 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

Carson Wealth (CWM LLC)'s WCMI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its First Trust WCM International Equity ETF (WCMI) stake by 14% in Q1 2026, buying an estimated $3.29M and bringing the position to 1,540,500 shares worth $25.8M. The position accounts for 0.07% of the portfolio, ranked #265.

Carson Wealth (CWM LLC) first reported a position in WCMI in Q1 2025 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold WCMI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,540,500 shares of First Trust WCM International Equity ETF worth $25.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 186,354 First Trust WCM International Equity ETF shares in Q1 2026, an estimated $3.29M.
  • First Trust WCM International Equity ETF made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #265 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust WCM International Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • 172 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.