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Disclosery

WCMI FIRST TR EXCHANGE-TRADED FD

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WCM INTL EQUITY (fund)

100 managers (100 13F filers) reported a position in WCMI shares at 2025-09-30, 27,648,023 shares in all. 28 filers opened a position and 6 filers sold out during the quarter.

Managers
100
13F filers
100
New
28
Added
53
Reduced
10
Sold out
6
Shares held by filers
27,648,023

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC3,059,134$51.6M0.02%+724,32813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,194,120$37M0.42%new13F-HRTimelineGroup
NewEdge Advisors, LLC2,145,150$36.2M0.16%+2,013,81213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,778,610$30M0.01%+285,05413F-HRTimelineGroup
McCarthy & Cox1,543,602$26M5.94%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,330,752$22.4M0.07%+158,84113F-HRTimelineGroup
Prism Advisors, Inc.1,156,819$19.5M5.27%new13F-HRTimeline
Koshinski Asset Management, Inc.0$18.3M1.23%-30,38413F-HRTimelineAmount filed as zero, left out of ratios.
NewEdge Wealth, LLC988,922$16.6M0.24%+453,59413F-HRTimeline
Beaumont Financial Advisors, LLC769,217$13M0.87%-28,53213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA749,139$12.6M<0.01%+173,01013F-HRTimelineGroup
WESPAC Advisors SoCal, LLC744,071$12.6M2.55%-14,28913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC642,246$10.8M0.01%+598,34613F-HRTimelineGroup
IFP Advisors, Inc636,090$10.7M0.28%new13F-HR/ATimeline
Capital Investment Counsel, LLC533,772$9M1.33%+24,07313F-HRTimeline
Cetera Investment Advisers517,433$8.73M0.01%+192,25513F-HRTimeline
HighTower Advisors, LLC516,076$8.71M0.01%+159,08113F-HRTimeline
Commonwealth Financial Services, LLC508,896$8.59M1.47%+72,37813F-HRTimeline
Mariner, LLCin group Mariner, LLC446,371$7.53M0.01%+431,55513F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC423,928$7.15M0.15%+11,27713F-HRTimeline
Prospera Financial Services Inc420,351$7.09M0.12%new13F-HRTimeline
First National Trust Co413,879$6.98M0.24%+148,09713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC404,076$6.82M0.01%-377,87213F-HRTimelineGroup
Philip James Wealth Mangement, LLC397,896$6.71M0.78%+43,38413F-HRTimeline
Janney Montgomery Scott LLC382,134$6.45M0.02%+93,12813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…351,669$5.93M0.01%+302,69313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC305,051$5.15M0.02%+90,74313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP302,645$5.11M<0.01%+250,61813F-HRTimelineGroup
Dynamic Advisor Solutions LLC301,478$5.09M0.15%+4,61213F-HRTimeline
Meridian Wealth Management, LLC247,001$4.17M0.16%+35,57213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.263,215$4.14M0.01%+248,39213F-HRTimelineGroup
Mutual Advisors, LLC229,900$3.82M0.08%-66,72113F-HRTimeline
HARBOUR INVESTMENTS, INC.191,394$3.23M0.07%+10,35713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC186,388$3.14M<0.01%+31,72113F-HRTimeline
Golden State Wealth Management, LLC145,463$2.45M0.27%+3,42213F-HRTimeline
GTS SECURITIES LLC141,100$2.38M0.09%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC138,739$2.34M<0.01%+74,17613F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…134,671$2.27M0.38%-1,43913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…131,334$2.23M<0.01%new13F-HRTimeline
Symphony Financial, Ltd. Co.122,150$2.05M0.25%+6,20513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC108,822$1.84M0.06%+61,40413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…104,772$1.77M0.03%+26,10113F-HRTimelineGroup
Blackhawk Capital Partners, LLC94,557$1.6M0.62%+74,60913F-HRTimeline
Coppell Advisory Solutions LLC81,254$1.36M0.14%+44,95113F-HRTimeline
Triumph Capital Management67,500$1.14M0.31%013F-HR/ATimeline
WORLD EQUITY GROUP, INC.65,874$1.11M0.25%+18,04213F-HRTimeline
Cambridge Advisors Inc.63,225$1.07M0.21%new13F-HRTimeline
HBW ADVISORY SERVICES LLC61,281$1.03M0.12%+34,41513F-HRTimeline
Wisconsin Wealth Advisors, LLC52,883$892K0.85%+36013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC52,742$890K0.02%013F-HRTimelineGroup
Farther Finance Advisors, LLC49,618$837K0.01%+43,32713F-HRTimeline
Advyzon Investment Management, LLC49,287$831K0.14%+1,02413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS48,246$814K<0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…45,212$763K<0.01%+29,75613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …45,225$763K0.02%new13F-HRTimelineGroup
American Institute for Advanced Investm…41,845$706K0.46%+13,45013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…41,213$695K0.05%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,994$658K<0.01%-118,90913F-HRTimelineGroup
Harvest Investment Services, LLC37,740$637K0.13%+7113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC36,142$610K0.01%+12,37113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI34,164$576K0.03%+2,47913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC33,358$563K0.05%+5,34713F-HRTimelineGroup
RPS ADVISORY SOLUTIONS LLC33,205$560K0.27%new13F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC32,120$542K0.5%+14,00113F-HRTimeline
Boyce & Associates Wealth Consulting, I…31,064$524K0.43%new13F-HRTimeline
BARRETT & COMPANY, INC.30,100$508K0.17%+6,80013F-HRTimeline
Sanctuary Advisors, LLC25,298$427K<0.01%new13F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC23,688$400K<0.01%+2,92813F-HRTimelineGroup
Main Street Financial Solutions, LLC22,999$388K0.02%+4,89013F-HRTimeline
OBSIDIAN CIO, LLC22,638$382K0.05%-31913F-HRTimeline
MML INVESTORS SERVICES, LLC21,908$370K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC21,124$356K0.04%new13F-HRTimeline
Strategic Blueprint, LLC20,663$349K0.02%new13F-HRTimeline
Meadow Creek Wealth Advisors LLC20,734$346K0.23%+76213F-HRTimeline
WILLNER & HELLER, LLC18,775$317K0.24%new13F-HRTimeline
Garden State Investment Advisory Servic…17,500$295K0.07%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,659$247K<0.01%+14,13913F-HRTimelineGroup
GENTRY PRIVATE WEALTH, LLC14,604$246K0.17%new13F-HRTimeline
Steward Partners Investment Advisory, L…14,400$243K<0.01%+44713F-HRTimeline
Optivise Advisory Services LLC12,358$208K0.12%+88813F-HRTimeline
Clear Point Advisors Inc.12,339$208K0.16%013F-HRTimeline
Independent Advisor Alliance11,657$197K0.01%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,640$196K0.01%new13F-HRTimeline
CALTON & ASSOCIATES, INC.11,285$190K0.03%+91413F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …10,800$182K0.04%13F-HRTimelineGroup
WOODWARD DIVERSIFIED CAPITAL, LLC10,225$172K0.08%new13F-HRTimeline
SYNOVUS FINANCIAL CORP10,119$171K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC5,638$95.1K0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,623$78K<0.01%-3,30613F-HR/ATimelineGroup
Millstone Evans Group, LLC2,355$39.7K0.03%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,212$37.3K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,075$35K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA1,811$30.6K<0.01%+1,41813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,530$25.8K0.01%-15113F-HRTimeline
Global Retirement Partners, LLC1,512$25.5K<0.01%+4713F-HRTimeline
GoalVest Advisory LLC823$13.9K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC300$5.06K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc206$3.48K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC150$2.53K<0.01%013F-HRTimeline
Compass Financial Services Inc50$844<0.01%new13F-HRTimeline