MWA
WCMI

Medallion Wealth Advisors’s First Trust WCM International Equity ETF WCMI Stock Holding History

Medallion Wealth Advisors’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 		$49.3K Buy
2,939
+2,639
+880% +$46.6K 0.02% 477
2025
Q4 		$5.1K Hold
300
– – ﹤0.01% 857
2025
Q3 		$5.06K Hold
300
– – ﹤0.01% 861
2025
Q2 		$4.72K Buy
+300
New +$4.48K ﹤0.01% 841

Other funds holding WCMI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

Medallion Wealth Advisors's WCMI Position: Q1 2026 in Review

Medallion Wealth Advisors increased its First Trust WCM International Equity ETF (WCMI) stake by 880% in Q1 2026, buying an estimated $46.6K and bringing the position to 2,939 shares worth $49.3K. The position accounts for 0.02% of the portfolio, ranked #477.

Medallion Wealth Advisors first reported a position in WCMI in Q2 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold WCMI as of Q1 2026.

  • Medallion Wealth Advisors held 2,939 shares of First Trust WCM International Equity ETF worth $49.3K as of Q1 2026.
  • Medallion Wealth Advisors bought 2,639 First Trust WCM International Equity ETF shares in Q1 2026, an estimated $46.6K.
  • First Trust WCM International Equity ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #477 holding.
  • Medallion Wealth Advisors first reported a position in First Trust WCM International Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.