GA
WCMI

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

GoalVest Advisory’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 		$50.2K Buy
2,565
+353
+16% +$6.61K 0.01% 206
2026
Q1 		$37.1K Buy
2,212
+1,585
+253% +$28K 0.01% 256
2025
Q4 		$10.7K Sell
627
-196
-24% -$3.27K ﹤0.01% 413
2025
Q3 		$13.9K Buy
+823
New +$13.1K ﹤0.01% 315

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

GoalVest Advisory's WCMI Position: Q2 2026 in Review

GoalVest Advisory increased its First Trust WCM International Equity ETF (WCMI) stake by 16% in Q2 2026, buying an estimated $6.61K and bringing the position to 2,565 shares worth $50.2K. The position accounts for 0.01% of the portfolio, ranked #206.

GoalVest Advisory first reported a position in WCMI in Q3 2025 and has held it in 4 quarters since. 192 funds tracked by Wall St. Rank hold WCMI as of Q2 2026.

  • GoalVest Advisory held 2,565 shares of First Trust WCM International Equity ETF worth $50.2K as of Q2 2026.
  • GoalVest Advisory bought 353 First Trust WCM International Equity ETF shares in Q2 2026, an estimated $6.61K.
  • First Trust WCM International Equity ETF made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #206 holding.
  • GoalVest Advisory first reported a position in First Trust WCM International Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 192 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.