CAS
WCMI

Coppell Advisory Solutions’s First Trust WCM International Equity ETF WCMI Stock Holding History

Coppell Advisory Solutions’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
-92,459
Closed -$1.58M – 393
2025
Q4 		$1.58M Buy
92,459
+11,205
+14% +$187K 0.16% 135
2025
Q3 		$1.36M Buy
81,254
+44,951
+124% +$714K 0.14% 148
2025
Q2 		$574K Buy
36,303
+18,690
+106% +$279K 0.07% 222
2025
Q1 		$258K Buy
+17,613
New +$247K 0.04% 284

Other funds holding WCMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $1.41B AUM 18.71% 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 $40.4B AUM 21.2% 1-Year Est. Return

Coppell Advisory Solutions's WCMI Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of First Trust WCM International Equity ETF (WCMI) in Q1 2026, closing a stake of 92,459 shares — an estimated $1.58M sold.

Coppell Advisory Solutions first reported a position in WCMI in Q1 2025 and held it in 4 quarters. The position peaked at $1.58M in Q4 2025. 172 funds tracked by Wall St. Rank hold WCMI as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining First Trust WCM International Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 92,459 First Trust WCM International Equity ETF shares in Q1 2026, an estimated $1.58M.
  • Coppell Advisory Solutions first reported a position in First Trust WCM International Equity ETF in Q1 2025 and held it in 4 quarters.
  • Coppell Advisory Solutions's First Trust WCM International Equity ETF position peaked at $1.58M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.