WESPAC Advisors SoCal’s First Trust WCM Developing World Equity ETF WCME Stock Holding History

WESPAC Advisors SoCal’s Portfolio WCME Stock Details WCME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-101,194	Closed	-$1.74M	–	132
2025 Q4	$1.74M	Buy	101,194 +18,155	+22%	+$313K	0.35%	62
2025 Q3	$1.43M	Buy	83,039 +15,199	+22%	+$246K	0.29%	64
2025 Q2	$1.07M	Buy	+67,840	New	+$987K	0.24%	70

Other funds holding WCME

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $144M AUM 19.98% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

WESPAC Advisors SoCal's WCME Position: Q1 2026 in Review

WESPAC Advisors SoCal sold out of First Trust WCM Developing World Equity ETF (WCME) in Q1 2026, closing a stake of 101,194 shares — an estimated $1.74M sold.

WESPAC Advisors SoCal first reported a position in WCME in Q2 2025 and held it in 3 quarters. The position peaked at $1.74M in Q4 2025. 28 funds tracked by Wall St. Rank hold WCME as of Q1 2026.

WESPAC Advisors SoCal reported no remaining First Trust WCM Developing World Equity ETF position as of Q1 2026 after selling out during the quarter.
WESPAC Advisors SoCal sold 101,194 First Trust WCM Developing World Equity ETF shares in Q1 2026, an estimated $1.74M.
WESPAC Advisors SoCal first reported a position in First Trust WCM Developing World Equity ETF in Q2 2025 and held it in 3 quarters.
WESPAC Advisors SoCal's First Trust WCM Developing World Equity ETF position peaked at $1.74M in Q4 2025.
28 funds tracked by Wall St. Rank held First Trust WCM Developing World Equity ETF as of Q1 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2026, filed 15 Apr 2026.