RF
WCMI

Roxbury Financial’s First Trust WCM International Equity ETF WCMI Stock Holding History

Roxbury Financial’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 		$526K Buy
26,864
+9,337
+53% +$175K 0.42% 58
2026
Q1 		$294K Buy
+17,527
New +$309K 0.26% 70

Other funds holding WCMI

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Roxbury Financial's WCMI Position: Q2 2026 in Review

Roxbury Financial increased its First Trust WCM International Equity ETF (WCMI) stake by 53% in Q2 2026, buying an estimated $175K and bringing the position to 26,864 shares worth $526K. The position accounts for 0.42% of the portfolio, ranked #58.

Roxbury Financial first reported a position in WCMI in Q1 2026 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold WCMI as of Q2 2026.

  • Roxbury Financial held 26,864 shares of First Trust WCM International Equity ETF worth $526K as of Q2 2026.
  • Roxbury Financial bought 9,337 First Trust WCM International Equity ETF shares in Q2 2026, an estimated $175K.
  • First Trust WCM International Equity ETF made up 0.42% of Roxbury Financial's portfolio in Q2 2026, its #58 holding.
  • Roxbury Financial first reported a position in First Trust WCM International Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.