FGAM
WCMI

Financial Gravity Asset Management’s First Trust WCM International Equity ETF WCMI Stock Holding History

Financial Gravity Asset Management’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
-1,483
Closed -$25.2K – 976
2025
Q4 		$25.2K Sell
1,483
-9,317
-86% -$156K ﹤0.01% 336
2025
Q3 		$182K Buy
+10,800
New +$172K 0.04% 158

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

Financial Gravity Asset Management's WCMI Position: Q1 2026 in Review

Financial Gravity Asset Management sold out of First Trust WCM International Equity ETF (WCMI) in Q1 2026, closing a stake of 1,483 shares — an estimated $25.2K sold.

Financial Gravity Asset Management first reported a position in WCMI in Q3 2025 and held it in 2 quarters. The position peaked at $182K in Q3 2025. 173 funds tracked by Wall St. Rank hold WCMI as of Q1 2026.

  • Financial Gravity Asset Management reported no remaining First Trust WCM International Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1,483 First Trust WCM International Equity ETF shares in Q1 2026, an estimated $25.2K.
  • Financial Gravity Asset Management first reported a position in First Trust WCM International Equity ETF in Q3 2025 and held it in 2 quarters.
  • Financial Gravity Asset Management's First Trust WCM International Equity ETF position peaked at $182K in Q3 2025.
  • 173 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.