TWP
WCMI

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
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 $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FT
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Triad Wealth Partners's WCMI Position: Q2 2026 in Review

Triad Wealth Partners increased its First Trust WCM International Equity ETF (WCMI) stake by 76% in Q2 2026, buying an estimated $327K and bringing the position to 40,318 shares worth $779K. The position accounts for 0.05% of the portfolio, ranked #239.

Triad Wealth Partners first reported a position in WCMI in Q4 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold WCMI as of Q2 2026.

  • Triad Wealth Partners held 40,318 shares of First Trust WCM International Equity ETF worth $779K as of Q2 2026.
  • Triad Wealth Partners bought 17,467 First Trust WCM International Equity ETF shares in Q2 2026, an estimated $327K.
  • First Trust WCM International Equity ETF made up 0.05% of Triad Wealth Partners's portfolio in Q2 2026, its #239 holding.
  • Triad Wealth Partners first reported a position in First Trust WCM International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.