GSEP
WCMI

Golden State Equity Partners’s First Trust WCM International Equity ETF WCMI Stock Holding History

Golden State Equity Partners’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 		$2.24M Buy
133,421
+74,089
+125% +$1.31M 0.17% 137
2025
Q4 		$1.01M Sell
59,332
-75,339
-56% -$1.26M 0.16% 146
2025
Q3 		$2.27M Sell
134,671
-1,439
-1% -$22.9K 0.38% 52
2025
Q2 		$2.17M Buy
136,110
+56,600
+71% +$845K 0.4% 51
2025
Q1 		$1.12M Sell
79,510
-43,939
-36% -$615K 0.22% 118
2024
Q4 		$1.62M Buy
+123,449
New +$1.88M 0.31% 69

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 $1.6B AUM 20.7% 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

Golden State Equity Partners's WCMI Position: Q1 2026 in Review

Golden State Equity Partners increased its First Trust WCM International Equity ETF (WCMI) stake by 125% in Q1 2026, buying an estimated $1.31M and bringing the position to 133,421 shares worth $2.24M. The position accounts for 0.17% of the portfolio, ranked #137.

Golden State Equity Partners first reported a position in WCMI in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.27M in Q3 2025. 171 funds tracked by Wall St. Rank hold WCMI as of Q1 2026.

  • Golden State Equity Partners held 133,421 shares of First Trust WCM International Equity ETF worth $2.24M as of Q1 2026.
  • Golden State Equity Partners bought 74,089 First Trust WCM International Equity ETF shares in Q1 2026, an estimated $1.31M.
  • First Trust WCM International Equity ETF made up 0.17% of Golden State Equity Partners's portfolio in Q1 2026, its #137 holding.
  • Golden State Equity Partners first reported a position in First Trust WCM International Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Golden State Equity Partners's First Trust WCM International Equity ETF position peaked at $2.27M in Q3 2025.
  • 171 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.