Lakeridge Wealth Management
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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
Q3 		$6.96M Buy
364,594
+86,842
+31% +$1.69M 2.57% 9
2026
Q2 		$5.44M Buy
+277,752
New +$5.2M 1.99% 12

Other funds holding WCMI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Lakeridge Wealth Management's WCMI Position: Q3 2026 in Review

Lakeridge Wealth Management increased its First Trust WCM International Equity ETF (WCMI) stake by 31% in Q3 2026, buying an estimated $1.69M and bringing the position to 364,594 shares worth $6.96M. The position accounts for 2.57% of the portfolio, ranked #9.

Lakeridge Wealth Management first reported a position in WCMI in Q2 2026 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold WCMI as of Q3 2026.

  • Lakeridge Wealth Management held 364,594 shares of First Trust WCM International Equity ETF worth $6.96M as of Q3 2026.
  • Lakeridge Wealth Management bought 86,842 First Trust WCM International Equity ETF shares in Q3 2026, an estimated $1.69M.
  • First Trust WCM International Equity ETF made up 2.57% of Lakeridge Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Lakeridge Wealth Management first reported a position in First Trust WCM International Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 188 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q3 2026.

Based on Lakeridge Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.