Optivise Advisory Services’s First Trust WCM International Equity ETF WCMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$299K Sell
15,281
-188
-1% -$3.52K 0.15% 158
2026
Q1
$259K Buy
15,469
+195
+1% +$3.44K 0.16% 151
2025
Q4
$260K Buy
15,274
+2,916
+24% +$48.7K 0.15% 152
2025
Q3
$208K Buy
12,358
+888
+8% +$14.1K 0.12% 183
2025
Q2
$182K Buy
+11,470
New +$171K 0.09% 202

Other funds holding WCMI

Optivise Advisory Services's WCMI Position: Q2 2026 in Review

Optivise Advisory Services reduced its First Trust WCM International Equity ETF (WCMI) stake by 1.2% in Q2 2026, selling an estimated $3.52K and leaving 15,281 shares worth $299K. The position accounts for 0.15% of the portfolio, ranked #158.

Optivise Advisory Services first reported a position in WCMI in Q2 2025 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold WCMI as of Q2 2026.

  • Optivise Advisory Services held 15,281 shares of First Trust WCM International Equity ETF worth $299K as of Q2 2026.
  • Optivise Advisory Services sold 188 First Trust WCM International Equity ETF shares in Q2 2026, an estimated $3.52K.
  • First Trust WCM International Equity ETF made up 0.15% of Optivise Advisory Services's portfolio in Q2 2026, its #158 holding.
  • Optivise Advisory Services first reported a position in First Trust WCM International Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 192 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.