Holistic Planning’s First Trust WCM International Equity ETF WCMI Stock Holding History

Holistic Planning’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	$453K	Buy	+23,129	New	+$433K	0.07%	223

Other funds holding WCMI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Holistic Planning's WCMI Position: Q2 2026 in Review

Holistic Planning opened a new position in First Trust WCM International Equity ETF (WCMI) in Q2 2026: 23,129 shares worth $453K. The stake represents 0.07% of the portfolio and ranks #223 among its holdings.

192 funds tracked by Wall St. Rank hold WCMI as of Q2 2026.

Holistic Planning held 23,129 shares of First Trust WCM International Equity ETF worth $453K as of Q2 2026.
First Trust WCM International Equity ETF was a new Holistic Planning position in Q2 2026.
First Trust WCM International Equity ETF made up 0.07% of Holistic Planning's portfolio in Q2 2026, its #223 holding.
192 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.