CFS
WCMI

Compass Financial Services’s First Trust WCM International Equity ETF WCMI Stock Holding History

Compass Financial Services’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 		– Sell
-50
Closed -$851 – 294
2025
Q4 		$851 Hold
50
– – ﹤0.01% 281
2025
Q3 		$844 Buy
+50
New +$795 ﹤0.01% 293

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
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 $51.6B AUM 27.34% 1-Year Est. Return

Compass Financial Services's WCMI Position: Q1 2026 in Review

Compass Financial Services sold out of First Trust WCM International Equity ETF (WCMI) in Q1 2026, closing a stake of 50 shares — an estimated $851 sold.

Compass Financial Services first reported a position in WCMI in Q3 2025 and held it in 2 quarters. The position peaked at $851 in Q4 2025. 173 funds tracked by Wall St. Rank hold WCMI as of Q1 2026.

  • Compass Financial Services reported no remaining First Trust WCM International Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 50 First Trust WCM International Equity ETF shares in Q1 2026, an estimated $851.
  • Compass Financial Services first reported a position in First Trust WCM International Equity ETF in Q3 2025 and held it in 2 quarters.
  • Compass Financial Services's First Trust WCM International Equity ETF position peaked at $851 in Q4 2025.
  • 173 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.