MC
WCMI

McCarthy & Cox’s First Trust WCM International Equity ETF WCMI Stock Holding History

McCarthy & Cox’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
2025
Q4 		$450K Sell
26,464
-1,517,138
-98% -$25.3M 5.46% 6
2025
Q3 		$26M Buy
+1,543,602
New +$24.5M 5.94% 5

Other funds holding WCMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

McCarthy & Cox's WCMI Position: Q4 2025 in Review

McCarthy & Cox reduced its First Trust WCM International Equity ETF (WCMI) stake by 98% in Q4 2025, selling an estimated $25.3M and leaving 26,464 shares worth $450K. The position accounts for 5.46% of the portfolio, ranked #6.

McCarthy & Cox first reported a position in WCMI in Q3 2025 and has held it in 2 quarters since. The position peaked at $26M in Q3 2025. 124 funds tracked by Wall St. Rank hold WCMI as of Q4 2025.

  • McCarthy & Cox held 26,464 shares of First Trust WCM International Equity ETF worth $450K as of Q4 2025.
  • McCarthy & Cox sold 1,517,138 First Trust WCM International Equity ETF shares in Q4 2025, an estimated $25.3M.
  • First Trust WCM International Equity ETF made up 5.46% of McCarthy & Cox's portfolio in Q4 2025, its #6 holding.
  • McCarthy & Cox first reported a position in First Trust WCM International Equity ETF in Q3 2025 and has held it in 2 quarters since.
  • McCarthy & Cox's First Trust WCM International Equity ETF position peaked at $26M in Q3 2025.
  • 124 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.