Triad Wealth Partners
WCMI icon

Triad Wealth Partners’s First Trust WCM International Equity ETF WCMI Stock Holding History

Triad Wealth Partners’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
Q3 		$787K Buy
41,255
+937
+2% +$18.2K 0.04% 245
2026
Q2 		$779K Buy
40,318
+17,467
+76% +$327K 0.05% 239
2026
Q1 		$383K Sell
22,851
-4,685
-17% -$82.7K 0.03% 341
2025
Q4 		$468K Buy
+27,536
New +$460K 0.04% 283

Other funds holding WCMI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Triad Wealth Partners's WCMI Position: Q3 2026 in Review

Triad Wealth Partners increased its First Trust WCM International Equity ETF (WCMI) stake by 2.3% in Q3 2026, buying an estimated $18.2K and bringing the position to 41,255 shares worth $787K. The position accounts for 0.04% of the portfolio, ranked #245.

Triad Wealth Partners first reported a position in WCMI in Q4 2025 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold WCMI as of Q3 2026.

  • Triad Wealth Partners held 41,255 shares of First Trust WCM International Equity ETF worth $787K as of Q3 2026.
  • Triad Wealth Partners bought 937 First Trust WCM International Equity ETF shares in Q3 2026, an estimated $18.2K.
  • First Trust WCM International Equity ETF made up 0.04% of Triad Wealth Partners's portfolio in Q3 2026, its #245 holding.
  • Triad Wealth Partners first reported a position in First Trust WCM International Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 188 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.