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

Symphony 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	$3.48M	Buy	180,024 +36,643	+26%	+$687K	0.38%	61
2026 Q1	$2.36M	Buy	143,381 +18,892	+15%	+$334K	0.31%	69
2025 Q4	$2.13M	Buy	124,489 +2,339	+2%	+$39K	0.29%	76
2025 Q3	$2.05M	Buy	122,150 +6,205	+5%	+$98.6K	0.25%	83
2025 Q2	$1.83M	Buy	+115,945	New	+$1.73M	0.24%	84

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

Symphony Financial's WCMI Position: Q2 2026 in Review

Symphony Financial increased its First Trust WCM International Equity ETF (WCMI) stake by 26% in Q2 2026, buying an estimated $687K and bringing the position to 180,024 shares worth $3.48M. The position accounts for 0.38% of the portfolio, ranked #61.

Symphony Financial 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.

Symphony Financial held 180,024 shares of First Trust WCM International Equity ETF worth $3.48M as of Q2 2026.
Symphony Financial bought 36,643 First Trust WCM International Equity ETF shares in Q2 2026, an estimated $687K.
First Trust WCM International Equity ETF made up 0.38% of Symphony Financial's portfolio in Q2 2026, its #61 holding.
Symphony Financial 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 Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.