Stonehaven Wealth & Tax Solutions’s First Trust WCM International Equity ETF WCMI Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$624K	Sell	31,905 -1,040	-3%	-$19.5K	0.5%	35
2026 Q1	$552K	Buy	32,945 +2,867	+10%	+$50.6K	0.49%	39
2025 Q4	$512K	Sell	30,078 -2,042	-6%	-$34.1K	0.46%	38
2025 Q3	$542K	Buy	32,120 +14,001	+77%	+$223K	0.5%	37
2025 Q2	$288K	Buy	+18,119	New	+$270K	0.28%	55

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

Stonehaven Wealth & Tax Solutions's WCMI Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its First Trust WCM International Equity ETF (WCMI) stake by 3.2% in Q2 2026, selling an estimated $19.5K and leaving 31,905 shares worth $624K. The position accounts for 0.5% of the portfolio, ranked #35.

Stonehaven Wealth & Tax Solutions first reported a position in WCMI in Q2 2025 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold WCMI as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 31,905 shares of First Trust WCM International Equity ETF worth $624K as of Q2 2026.
Stonehaven Wealth & Tax Solutions sold 1,040 First Trust WCM International Equity ETF shares in Q2 2026, an estimated $19.5K.
First Trust WCM International Equity ETF made up 0.5% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #35 holding.
Stonehaven Wealth & Tax Solutions first reported a position in First Trust WCM International Equity ETF in Q2 2025 and has held it in 5 quarters since.
193 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.