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Disclosery

WCMI FIRST TR EXCHANGE-TRADED FD

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WCM INTL EQUITY (fund)

79 managers (79 13F filers) reported a position in WCMI shares at 2025-06-30, 15,443,546 shares in all. 38 filers opened a position and 3 filers sold out during the quarter.

Managers
79
13F filers
79
New
38
Added
29
Reduced
5
Sold out
3
Shares held by filers
15,443,546

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC2,334,806$37.1M0.01%+757,31913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,493,556$23.8M0.01%+1,324,70713F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,171,911$18.6M0.07%+68,08613F-HRTimelineGroup
Beaumont Financial Advisors, LLC797,749$12.7M0.92%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC781,948$12.4M0.02%+581,38313F-HRTimelineGroup
WESPAC Advisors SoCal, LLC758,360$12.1M2.69%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA576,129$9.17M<0.01%new13F-HR/ATimelineGroup
NewEdge Wealth, LLC535,328$8.35M0.13%new13F-HRTimeline
Capital Investment Counsel, LLC509,699$8.11M1.26%new13F-HRTimeline
Arax Advisory Partners493,880$7.86M0.36%+123,79613F-HRTimeline
Commonwealth Financial Services, LLC436,518$6.94M1.34%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC412,651$6.57M0.16%new13F-HRTimeline
HighTower Advisors, LLC356,995$5.68M0.01%+33,14813F-HRTimeline
Philip James Wealth Mangement, LLC354,512$5.64M0.72%+8,56213F-HRTimeline
Cetera Investment Advisers325,178$5.17M0.01%+238,01713F-HRTimeline
Dynamic Advisor Solutions LLC296,866$4.72M0.15%new13F-HRTimeline
Mutual Advisors, LLC296,621$4.68M0.12%new13F-HRTimeline
Janney Montgomery Scott LLC289,006$4.6M0.01%+65,65213F-HRTimeline
First National Trust Co265,782$4.23M0.16%+6,00413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC214,308$3.41M0.02%+22,45613F-HRTimelineGroup
Meridian Wealth Management, LLC211,429$3.36M0.14%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.181,037$2.88M0.07%+65,29213F-HRTimeline
LANARK FINANCIAL, INC.175,605$2.79M0.23%+174,35513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…157,903$2.51M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC154,667$2.46M<0.01%+126,17913F-HRTimeline
Golden State Wealth Management, LLC142,041$2.26M0.27%+40,94513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC140,804$2.24M0.15%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…136,110$2.17M0.4%+56,60013F-HRTimelineGroup
NewEdge Advisors, LLC131,338$2.09M0.01%new13F-HRTimeline
Symphony Financial, Ltd. Co.115,945$1.83M0.24%new13F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…78,671$1.25M0.02%new13F-HRTimelineGroup
Triumph Capital Management67,500$1.07M0.32%new13F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC64,563$1.03M<0.01%new13F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC52,742$839K0.02%new13F-HRTimelineGroup
Wisconsin Wealth Advisors, LLC52,523$836K0.96%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP52,027$828K<0.01%+37,73713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…48,976$779K<0.01%new13F-HR/ATimelineGroup
Advyzon Investment Management, LLC48,263$768K0.17%+4,64813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS48,246$768K<0.01%013F-HRTimeline
WORLD EQUITY GROUP, INC.47,832$761K0.21%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC47,418$754K0.03%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,900$698K<0.01%-7,50613F-HRTimelineGroup
Harvest Investment Services, LLC37,669$599K0.13%+5,13913F-HRTimeline
Coppell Advisory Solutions LLC36,303$574K0.07%+18,69013F-HR/ATimeline
PARSONS CAPITAL MANAGEMENT INC/RI31,685$504K0.03%+48013F-HRTimeline
Koshinski Asset Management, Inc.30,384$483K0.04%+5,52613F-HRTimeline
American Institute for Advanced Investm…28,395$452K0.32%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC28,011$446K0.04%+4,03013F-HRTimelineGroup
HBW ADVISORY SERVICES LLC26,866$427K0.05%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,771$378K0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.23,300$371K0.14%new13F-HRTimeline
OBSIDIAN CIO, LLC22,957$365K0.05%-1,81713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,760$330K<0.01%-56713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.20,235$322K<0.01%+7,22513F-HRTimeline
Meadow Creek Wealth Advisors LLC19,972$318K0.21%+7,39013F-HRTimeline
Blackhawk Capital Partners, LLC19,948$317K0.15%+5,94813F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC18,119$288K0.28%new13F-HRTimeline
Main Street Financial Solutions, LLC18,109$288K0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…15,456$246K<0.01%+4,13713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,823$236K<0.01%-30613F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC14,816$236K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…13,953$222K<0.01%new13F-HRTimeline
Clear Point Advisors Inc.12,339$196K0.17%013F-HRTimeline
Optivise Advisory Services LLC11,470$182K0.09%new13F-HRTimeline
CALTON & ASSOCIATES, INC.10,371$165K0.03%new13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC10,057$160K0.02%new13F-HRTimeline
WESPAC Advisors, LLC10,010$159K0.11%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,929$126K<0.01%-13,53613F-HRTimelineGroup
Farther Finance Advisors, LLC6,291$100K<0.01%+4,04813F-HRTimeline
Millstone Evans Group, LLC2,355$37.5K0.03%+37013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,681$26.7K0.01%new13F-HRTimeline
Global Retirement Partners, LLC1,465$23.3K<0.01%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,134$18K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN520$8.27K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA393$6.25K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC300$4.72K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc206$3.28K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC150$2.39K<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.