Concurrent Investment Advisors’s First Trust WCM Developing World Equity ETF WCME Stock Holding History

Concurrent Investment Advisors’s Portfolio WCME Stock Details WCME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$797K	Sell	40,625 -24,480	-38%	-$464K	0.01%	1137
2026 Q1	$1.09M	Sell	65,105 -20,960	-24%	-$377K	0.01%	837
2025 Q4	$1.48M	Buy	86,065 +11,334	+15%	+$195K	0.02%	681
2025 Q3	$1.28M	Buy	74,731 +7,660	+11%	+$124K	0.02%	585
2025 Q2	$1.06M	Buy	+67,071	New	+$976K	0.02%	579

Other funds holding WCME

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

WDC

Woodward Diversified Capital Bakersfield, California $227M AUM 40.62% 1-Year Est. Return

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

Concurrent Investment Advisors's WCME Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its First Trust WCM Developing World Equity ETF (WCME) stake by 38% in Q2 2026, selling an estimated $464K and leaving 40,625 shares worth $797K. The position accounts for 0.01% of the portfolio, ranked #1137.

Concurrent Investment Advisors first reported a position in WCME in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.48M in Q4 2025. 23 funds tracked by Wall St. Rank hold WCME as of Q2 2026.

Concurrent Investment Advisors held 40,625 shares of First Trust WCM Developing World Equity ETF worth $797K as of Q2 2026.
Concurrent Investment Advisors sold 24,480 First Trust WCM Developing World Equity ETF shares in Q2 2026, an estimated $464K.
First Trust WCM Developing World Equity ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1137 holding.
Concurrent Investment Advisors first reported a position in First Trust WCM Developing World Equity ETF in Q2 2025 and has held it in 5 quarters since.
Concurrent Investment Advisors's First Trust WCM Developing World Equity ETF position peaked at $1.48M in Q4 2025.
23 funds tracked by Wall St. Rank held First Trust WCM Developing World Equity ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.