WA
WCMI

Waverly Advisors’s First Trust WCM International Equity ETF WCMI Stock Holding History

Waverly Advisors’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 		$965K Buy
49,320
+1,471
+3% +$27.6K 0.01% 911
2026
Q1 		$802K Buy
47,849
+4,695
+11% +$82.9K 0.01% 898
2025
Q4 		$734K Buy
+43,154
New +$720K 0.01% 861

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 22.9% 1-Year Est. Return

Waverly Advisors's WCMI Position: Q2 2026 in Review

Waverly Advisors increased its First Trust WCM International Equity ETF (WCMI) stake by 3.1% in Q2 2026, buying an estimated $27.6K and bringing the position to 49,320 shares worth $965K. The position accounts for 0.01% of the portfolio, ranked #911.

Waverly Advisors 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.

  • Waverly Advisors held 49,320 shares of First Trust WCM International Equity ETF worth $965K as of Q2 2026.
  • Waverly Advisors bought 1,471 First Trust WCM International Equity ETF shares in Q2 2026, an estimated $27.6K.
  • First Trust WCM International Equity ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #911 holding.
  • Waverly Advisors 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 Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.