LWM
WCMI

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

Lakeridge 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 		$5.44M Buy
+277,752
New +$5.2M 1.99% 12

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

Lakeridge Wealth Management's WCMI Position: Q2 2026 in Review

Lakeridge Wealth Management opened a new position in First Trust WCM International Equity ETF (WCMI) in Q2 2026: 277,752 shares worth $5.44M. The stake represents 1.99% of the portfolio and ranks #12 among its holdings.

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

  • Lakeridge Wealth Management held 277,752 shares of First Trust WCM International Equity ETF worth $5.44M as of Q2 2026.
  • First Trust WCM International Equity ETF was a new Lakeridge Wealth Management position in Q2 2026.
  • First Trust WCM International Equity ETF made up 1.99% of Lakeridge Wealth Management's portfolio in Q2 2026, its #12 holding.
  • 193 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.