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 Q2	$5.13M	Sell	262,053 -20,219	-7%	-$379K	0.58%	39
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Philip James Wealth Mangement's WCMI Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its First Trust WCM International Equity ETF (WCMI) stake by 7.2% in Q2 2026, selling an estimated $379K and leaving 262,053 shares worth $5.13M. The position accounts for 0.58% of the portfolio, ranked #39.

Philip James Wealth Mangement first reported a position in WCMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.79M in Q4 2025. 193 funds tracked by Wall St. Rank hold WCMI as of Q2 2026.

Philip James Wealth Mangement held 262,053 shares of First Trust WCM International Equity ETF worth $5.13M as of Q2 2026.
Philip James Wealth Mangement sold 20,219 First Trust WCM International Equity ETF shares in Q2 2026, an estimated $379K.
First Trust WCM International Equity ETF made up 0.58% of Philip James Wealth Mangement's portfolio in Q2 2026, its #39 holding.
Philip James Wealth Mangement first reported a position in First Trust WCM International Equity ETF in Q4 2024 and has held it in 7 quarters since.
Philip James Wealth Mangement's First Trust WCM International Equity ETF position peaked at $6.79M in Q4 2025.
193 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.