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Disclosery

WCMI FIRST TR EXCHANGE-TRADED FD

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WCM INTL EQUITY (fund)

43 managers (43 13F filers) reported a position in WCMI shares at 2025-03-31, 5,658,477 shares in all. 24 filers opened a position and 1 filer sold out during the quarter.

Managers
43
13F filers
43
New
24
Added
11
Reduced
7
Sold out
1
Shares held by filers
5,658,477

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,577,487$22.3M0.01%+1,508,51713F-HRTimeline
CWM, LLCin group CWM, LLC1,103,825$15.6M0.06%new13F-HRTimelineGroup
Arax Advisory Partners370,084$5.23M0.34%-239,69113F-HRTimeline
Philip James Wealth Mangement, LLC345,950$4.89M0.6%+26,07913F-HRTimeline
HighTower Advisors, LLC323,847$4.58M0.01%new13F-HRTimeline
First National Trust Co259,778$3.67M0.15%+65,98013F-HRTimeline
Janney Montgomery Scott LLC223,354$3.16M0.01%+30,50113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC200,565$2.84M0.01%+181,63713F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC191,852$2.71M0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC168,849$2.39M<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.115,745$1.64M0.05%new13F-HRTimeline
Golden State Wealth Management, LLC101,096$1.43M0.21%-24,74813F-HR/ATimeline
Cetera Investment Advisers87,161$1.23M<0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…79,510$1.12M0.22%-43,93913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC51,406$727K<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS48,246$682K<0.01%+8,62813F-HRTimeline
Advyzon Investment Management, LLC43,615$617K0.22%-1,30013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC38,127$539K<0.01%new13F-HR/ATimelineGroup
Harvest Investment Services, LLC32,530$460K0.13%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI31,205$441K0.02%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,488$403K<0.01%+15,84313F-HRTimeline
Koshinski Asset Management, Inc.24,858$351K0.03%+6,84713F-HRTimeline
OBSIDIAN CIO, LLC24,774$350K0.06%-4,65313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC23,981$339K0.04%+5,97013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,465$304K<0.01%-12913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC21,327$302K<0.01%+6,90613F-HRTimelineGroup
Coppell Advisory Solutions LLC17,613$258K0.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,129$214K<0.01%+3,68313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,290$202K<0.01%new13F-HRTimelineGroup
Blackhawk Capital Partners, LLC14,000$198K0.1%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.13,010$184K<0.01%new13F-HRTimeline
Meadow Creek Wealth Advisors LLC12,582$178K0.13%new13F-HRTimeline
Clear Point Advisors Inc.12,339$174K0.16%new13F-HRTimeline
Cambridge Investment Research Advisors,…11,319$160K<0.01%-15713F-HRTimeline
Farther Finance Advisors, LLC2,243$31.8K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC1,985$28.1K0.02%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,913$27.1K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.1,250$17K<0.01%new13F-HRTimeline
AE Wealth Management LLC560$7.92K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN520$7.35K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA393$5.56K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc206$2.91K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.