PJWM
WCMI

Philip James Wealth Mangement’s First Trust WCM International Equity ETF WCMI Stock Holding History

Philip James Wealth Mangement’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 		$4.73M Sell
282,272
-117,135
-29% -$2.07M 0.54% 38
2025
Q4 		$6.79M Buy
399,407
+1,511
+0.4% +$25.2K 0.79% 31
2025
Q3 		$6.71M Buy
397,896
+43,384
+12% +$689K 0.78% 31
2025
Q2 		$5.64M Buy
354,512
+8,562
+2% +$128K 0.72% 35
2025
Q1 		$4.89M Buy
345,950
+26,079
+8% +$365K 0.6% 42
2024
Q4 		$4.21M Buy
+319,871
New +$4.86M 0.54% 45

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 $1.6B 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Philip James Wealth Mangement's WCMI Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its First Trust WCM International Equity ETF (WCMI) stake by 29% in Q1 2026, selling an estimated $2.07M and leaving 282,272 shares worth $4.73M. The position accounts for 0.54% of the portfolio, ranked #38.

Philip James Wealth Mangement first reported a position in WCMI in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.79M in Q4 2025. 171 funds tracked by Wall St. Rank hold WCMI as of Q1 2026.

  • Philip James Wealth Mangement held 282,272 shares of First Trust WCM International Equity ETF worth $4.73M as of Q1 2026.
  • Philip James Wealth Mangement sold 117,135 First Trust WCM International Equity ETF shares in Q1 2026, an estimated $2.07M.
  • First Trust WCM International Equity ETF made up 0.54% of Philip James Wealth Mangement's portfolio in Q1 2026, its #38 holding.
  • Philip James Wealth Mangement first reported a position in First Trust WCM International Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • Philip James Wealth Mangement's First Trust WCM International Equity ETF position peaked at $6.79M in Q4 2025.
  • 171 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.