EWS
WCMI

Evergreen Wealth Solutions’s First Trust WCM International Equity ETF WCMI Stock Holding History

Evergreen Wealth 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
Q2 		$7.96M Sell
396,906
-1,153,284
-74% -$21.6M 0.42% 47
2026
Q1 		$26M Buy
1,550,190
+15,647
+1% +$276K 1.84% 14
2025
Q4 		$26.1M Buy
+1,534,543
New +$25.6M 3.64% 6

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

Evergreen Wealth Solutions's WCMI Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its First Trust WCM International Equity ETF (WCMI) stake by 74% in Q2 2026, selling an estimated $21.6M and leaving 396,906 shares worth $7.96M. The position accounts for 0.42% of the portfolio, ranked #47.

Evergreen Wealth Solutions first reported a position in WCMI in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.1M in Q4 2025. 193 funds tracked by Wall St. Rank hold WCMI as of Q2 2026.

  • Evergreen Wealth Solutions held 396,906 shares of First Trust WCM International Equity ETF worth $7.96M as of Q2 2026.
  • Evergreen Wealth Solutions sold 1,153,284 First Trust WCM International Equity ETF shares in Q2 2026, an estimated $21.6M.
  • First Trust WCM International Equity ETF made up 0.42% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #47 holding.
  • Evergreen Wealth Solutions first reported a position in First Trust WCM International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Solutions's First Trust WCM International Equity ETF position peaked at $26.1M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.