LPL Financial
WCMI

LPL Financial’s First Trust WCM International Equity ETF WCMI Stock Holding History

LPL Financial’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 		$101M Buy
6,042,784
+2,399,580
+66% +$42.4M 0.03% 573
2025
Q4 		$62M Buy
3,643,204
+584,070
+19% +$9.75M 0.02% 772
2025
Q3 		$51.6M Buy
3,059,134
+724,328
+31% +$11.5M 0.02% 835
2025
Q2 		$37.1M Buy
2,334,806
+757,319
+48% +$11.3M 0.01% 918
2025
Q1 		$22.3M Buy
1,577,487
+1,508,517
+2,187% +$21.1M 0.01% 1088
2024
Q4 		$908K Buy
+68,970
New +$1.05M ﹤0.01% 3567

Other funds holding WCMI

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 $1.88B AUM 29.07% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial's WCMI Position: Q1 2026 in Review

LPL Financial increased its First Trust WCM International Equity ETF (WCMI) stake by 66% in Q1 2026, buying an estimated $42.4M and bringing the position to 6,042,784 shares worth $101M. The position accounts for 0.03% of the portfolio, ranked #573.

LPL Financial first reported a position in WCMI in Q4 2024 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold WCMI as of Q1 2026.

  • LPL Financial held 6,042,784 shares of First Trust WCM International Equity ETF worth $101M as of Q1 2026.
  • LPL Financial bought 2,399,580 First Trust WCM International Equity ETF shares in Q1 2026, an estimated $42.4M.
  • First Trust WCM International Equity ETF made up 0.03% of LPL Financial's portfolio in Q1 2026, its #573 holding.
  • LPL Financial first reported a position in First Trust WCM International Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 172 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.