GSWM
WCMI

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

Golden State Wealth 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
Q2 		$2.1M Buy
107,368
+1,312
+1% +$24.6K 0.19% 111
2026
Q1 		$1.78M Sell
106,056
-40,896
-28% -$722K 0.19% 108
2025
Q4 		$2.5M Buy
146,952
+1,489
+1% +$24.9K 0.26% 73
2025
Q3 		$2.45M Buy
145,463
+3,422
+2% +$54.4K 0.27% 69
2025
Q2 		$2.26M Buy
142,041
+40,945
+41% +$611K 0.28% 74
2025
Q1 		$1.43M Sell
101,096
-24,748
-20% -$347K 0.21% 90
2024
Q4 		$1.66M Buy
+125,844
New +$1.91M 0.25% 77

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

Golden State Wealth Management's WCMI Position: Q2 2026 in Review

Golden State Wealth Management increased its First Trust WCM International Equity ETF (WCMI) stake by 1.2% in Q2 2026, buying an estimated $24.6K and bringing the position to 107,368 shares worth $2.1M. The position accounts for 0.19% of the portfolio, ranked #111.

Golden State Wealth Management first reported a position in WCMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.5M in Q4 2025. 192 funds tracked by Wall St. Rank hold WCMI as of Q2 2026.

  • Golden State Wealth Management held 107,368 shares of First Trust WCM International Equity ETF worth $2.1M as of Q2 2026.
  • Golden State Wealth Management bought 1,312 First Trust WCM International Equity ETF shares in Q2 2026, an estimated $24.6K.
  • First Trust WCM International Equity ETF made up 0.19% of Golden State Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Golden State Wealth Management first reported a position in First Trust WCM International Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's First Trust WCM International Equity ETF position peaked at $2.5M in Q4 2025.
  • 192 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.