CIA
WCMI

Concurrent Investment Advisors’s First Trust WCM International Equity ETF WCMI Stock Holding History

Concurrent Investment 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 		$1.29M Sell
65,666
-14,157
-18% -$265K 0.01% 895
2026
Q1 		$1.34M Sell
79,823
-29,786
-27% -$526K 0.01% 762
2025
Q4 		$1.86M Buy
109,609
+4,837
+5% +$80.7K 0.02% 602
2025
Q3 		$1.77M Buy
104,772
+26,101
+33% +$415K 0.03% 498
2025
Q2 		$1.25M Buy
+78,671
New +$1.17M 0.02% 542

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

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

Concurrent Investment Advisors reduced its First Trust WCM International Equity ETF (WCMI) stake by 18% in Q2 2026, selling an estimated $265K and leaving 65,666 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #895.

Concurrent Investment Advisors first reported a position in WCMI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.86M in Q4 2025. 192 funds tracked by Wall St. Rank hold WCMI as of Q2 2026.

  • Concurrent Investment Advisors held 65,666 shares of First Trust WCM International Equity ETF worth $1.29M as of Q2 2026.
  • Concurrent Investment Advisors sold 14,157 First Trust WCM International Equity ETF shares in Q2 2026, an estimated $265K.
  • First Trust WCM International Equity ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #895 holding.
  • Concurrent Investment Advisors first reported a position in First Trust WCM International Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's First Trust WCM International Equity ETF position peaked at $1.86M in Q4 2025.
  • 192 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q2 2026.

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