WH
WCMI

Willner & Heller’s First Trust WCM International Equity ETF WCMI Stock Holding History

Willner & Heller’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 		$616K Sell
31,491
-745
-2% -$14K 0.39% 76
2026
Q1 		$541K Buy
32,236
+13,905
+76% +$245K 0.4% 79
2025
Q4 		$312K Sell
18,331
-444
-2% -$7.41K 0.22% 129
2025
Q3 		$317K Buy
+18,775
New +$298K 0.24% 119

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

Willner & Heller's WCMI Position: Q2 2026 in Review

Willner & Heller reduced its First Trust WCM International Equity ETF (WCMI) stake by 2.3% in Q2 2026, selling an estimated $14K and leaving 31,491 shares worth $616K. The position accounts for 0.39% of the portfolio, ranked #76.

Willner & Heller first reported a position in WCMI in Q3 2025 and has held it in 4 quarters since. 192 funds tracked by Wall St. Rank hold WCMI as of Q2 2026.

  • Willner & Heller held 31,491 shares of First Trust WCM International Equity ETF worth $616K as of Q2 2026.
  • Willner & Heller sold 745 First Trust WCM International Equity ETF shares in Q2 2026, an estimated $14K.
  • First Trust WCM International Equity ETF made up 0.39% of Willner & Heller's portfolio in Q2 2026, its #76 holding.
  • Willner & Heller first reported a position in First Trust WCM International Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 192 funds tracked by Wall St. Rank held First Trust WCM International Equity ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.