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Disclosery

WCMI FIRST TR EXCHANGE-TRADED FD

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WCM INTL EQUITY (fund)

123 managers (124 13F filers) reported a position in WCMI shares at 2025-12-31, 40,428,864 shares in all. 26 filers opened a position and 5 filers sold out during the quarter.

Managers
123
13F filers
124
New
26
Added
67
Reduced
19
Sold out
5
Shares held by filers
40,428,864

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC3,643,204$62M0.02%+584,07013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,235,498$55M0.02%+1,456,88813F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co2,753,536$46.8M0.53%+559,41613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,452,200$41.7M0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC2,202,139$37.5M0.14%+56,98913F-HRTimeline
Koshinski Asset Management, Inc.1,569,342$26.7M1.72%+1,569,34213F-HRTimeline
KINTRA WEALTH, LLC1,534,543$26.1M3.64%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,354,146$23M0.06%+23,39413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,177,458$20.9M0.03%+1,046,12413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,195,909$20.3M0.01%+553,66313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,158,364$19.7M<0.01%+409,22513F-HRTimelineGroup
Prism Advisors, Inc.1,137,920$19.4M5.16%-18,89913F-HRTimeline
NewEdge Wealth, LLC961,500$16.4M0.18%-27,42213F-HRTimeline
Beaumont Financial Advisors, LLC770,908$13.1M0.86%+1,69113F-HRTimeline
Ferguson Shapiro LLC752,171$12.8M3.94%new13F-HRTimeline
WESPAC Advisors SoCal, LLC731,326$12.4M2.51%-12,74513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…702,109$11.9M0.02%+350,44013F-HR/ATimelineGroup
HighTower Advisors, LLC626,719$10.7M0.01%+110,64313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP625,744$10.6M0.01%+323,09913F-HRTimelineGroup
IFP Advisors, Inc618,014$10.5M0.24%-18,07613F-HRTimeline
Mariner, LLCin group Mariner, LLC601,022$10.2M0.01%+154,65113F-HRTimelineGroup
Cetera Investment Advisers597,984$10.2M0.01%+80,55113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC557,321$9.48M0.01%+370,93313F-HRTimeline
Capital Investment Counsel, LLC557,128$9.48M1.32%+23,35613F-HRTimeline
Commonwealth Financial Services, LLC544,972$9.27M1.53%+36,07613F-HRTimeline
Arax Advisory Partners535,845$9.11M0.27%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding480,275$8.17M+175,224Timeline
AXXCESS WEALTH MANAGEMENT, LLC453,243$7.71M0.14%+29,31513F-HR/ATimeline
Janney Montgomery Scott LLC440,192$7.49M0.02%+58,05813F-HRTimeline
First National Trust Co425,830$7.24M0.24%+11,95113F-HRTimeline
Prospera Financial Services Inc413,804$7.04M0.12%-6,54713F-HRTimeline
Philip James Wealth Mangement, LLC399,407$6.79M0.79%+1,51113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.346,911$5.9M0.01%+83,69613F-HRTimelineGroup
Meridian Wealth Management, LLC324,196$5.51M0.19%+77,19513F-HRTimeline
Dynamic Advisor Solutions LLC317,541$5.4M0.17%+16,06313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC295,470$5.03M<0.01%+156,73113F-HRTimelineGroup
Mutual Advisors, LLC230,627$3.92M0.08%+72713F-HRTimeline
HARBOUR INVESTMENTS, INC.200,914$3.42M0.07%+9,52013F-HRTimeline
Farther Finance Advisors, LLC161,655$2.75M0.03%+112,03713F-HRTimeline
Golden State Wealth Management, LLC146,952$2.5M0.26%+1,48913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC145,763$2.48M0.08%+36,94113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.136,577$2.32M0.05%new13F-HRTimelineGroup
Symphony Financial, Ltd. Co.124,489$2.13M0.29%+2,33913F-HRTimeline
Private Wealth Asset Management, LLC123,340$2.1M0.23%+117,70213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC121,569$2.07M<0.01%-282,50713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…115,443$1.96M<0.01%+76,44913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…109,609$1.86M0.02%+4,83713F-HRTimelineGroup
Blackhawk Capital Partners, LLC104,583$1.78M0.67%+10,02613F-HRTimeline
EASTERN BANK104,017$1.77M0.03%new13F-HRTimeline
Coppell Advisory Solutions LLC92,459$1.58M0.16%+11,20513F-HRTimeline
Advyzon Investment Management, LLC89,671$1.53M0.18%+40,38413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO80,585$1.37M0.02%new13F-HRTimeline
MGO ONE SEVEN LLC79,544$1.35M0.03%new13F-HRTimeline
Cambridge Investment Research Advisors,…69,837$1.19M<0.01%+24,62513F-HRTimeline
Boyer Financial Services, Inc.68,127$1.18M1.25%13F-HRTimeline
Ducere Wealth Management LLC69,228$1.18M0.46%13F-HR/ATimeline
Cambridge Advisors Inc.68,754$1.17M0.22%+5,52913F-HRTimeline
HBW ADVISORY SERVICES LLC65,056$1.11M0.12%+3,77513F-HRTimeline
Triumph Capital Management65,000$1.11M0.24%-2,50013F-HRTimeline
WORLD EQUITY GROUP, INC.63,054$1.07M0.3%-2,82013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC62,807$1.07M0.02%+10,06513F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …59,583$1.01M0.02%+14,35813F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…59,332$1.01M0.16%-75,33913F-HRTimelineGroup
Wisconsin Wealth Advisors, LLC53,111$903K0.89%+22813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS48,246$821K<0.01%013F-HRTimeline
Sanctuary Advisors, LLC47,144$802K<0.01%+21,84613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC46,587$792K0.02%+10,44513F-HRTimeline
American Institute for Advanced Investm…43,603$744K0.48%+1,75813F-HRTimeline
Waverly Advisors, LLC43,154$734K0.01%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…40,673$692K0.05%-54013F-HRTimelineGroup
Harvest Investment Services, LLC37,740$642K0.12%013F-HRTimeline
MML INVESTORS SERVICES, LLC37,572$639K<0.01%+15,66413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC36,458$620K0.05%+3,10013F-HRTimelineGroup
BARRETT & COMPANY, INC.36,100$614K0.2%+6,00013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI35,338$601K0.03%+1,17413F-HRTimeline
Garden State Investment Advisory Servic…32,425$552K0.13%+14,92513F-HRTimeline
Boyce & Associates Wealth Consulting, I…32,192$548K0.46%+1,12813F-HRTimeline
Main Street Financial Solutions, LLC31,651$538K0.04%+8,65213F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC30,078$512K0.46%-2,04213F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC29,038$494K0.06%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…27,886$474K<0.01%new13F-HRTimelineGroup
Triad Wealth Partners, LLC27,536$468K0.04%new13F-HRTimeline
McCarthy & Cox26,464$450K5.46%-1,517,13813F-HRTimeline
Meadow Creek Wealth Advisors LLC25,743$438K0.28%+5,00913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC25,246$429K<0.01%+1,55813F-HRTimelineGroup
Strategic Blueprint, LLC24,245$412K0.02%+3,58213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC22,864$389K<0.01%new13F-HRTimelineGroup
WILLNER & HELLER, LLC18,331$312K0.22%-44413F-HRTimeline
Cornerstone Wealth Management, LLC17,650$300K0.02%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …17,433$297K<0.01%13F-HR/ATimelineGroup
CALTON & ASSOCIATES, INC.15,316$261K0.04%+4,03113F-HRTimeline
Optivise Advisory Services LLC15,274$260K0.15%+2,91613F-HRTimeline
Steward Partners Investment Advisory, L…14,718$250K<0.01%+31813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,531$247K<0.01%-12813F-HRTimelineGroup
IFG Advisory, LLC14,418$245K0.01%new13F-HRTimeline
GENTRY PRIVATE WEALTH, LLC14,123$240K0.15%-48113F-HRTimeline
INTEGRITY ALLIANCE, LLC.14,022$239K0.01%+2,38213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.12,652$215K<0.01%new13F-HRTimelineGroup
Independent Advisor Alliance12,644$215K0.01%+98713F-HRTimeline
Clear Point Advisors Inc.12,339$210K0.16%013F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC11,895$202K0.09%+1,67013F-HRTimeline
Wealth Enhancement Trust Services, Inc.10,835$184K0.02%13F-HRTimeline
Kingdom Financial Group LLC.10,474$178K0.06%new13F-HRTimeline
CRUX WEALTH ADVISORS10,259$175K0.06%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,353$125K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,923$118K0.01%new13F-HRTimeline
Parallel Advisors, LLC6,132$104K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC3,237$55.1K0.03%+88213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,890$49.2K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,140$36.4K<0.01%+6513F-HR/ATimelineGroup
TUCKER ASSET MANAGEMENT LLC1,885$32.1K0.01%+35513F-HRTimeline
PRIVATE TRUST CO NA1,720$29.3K<0.01%-9113F-HRTimeline
Global Retirement Partners, LLC1,512$25.7K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,483$25.2K<0.01%-9,31713F-HRTimelineGroup
Integrity Financial Corp /WA1,168$19.9K0.01%new13F-HRTimeline
GoalVest Advisory LLC627$10.7K<0.01%-19613F-HRTimeline
OBSIDIAN CIO, LLC375$6.37K0.01%-22,26313F-HRTimeline
Medallion Wealth Advisors, LLC300$5.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc206$3.5K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC150$2.55K<0.01%013F-HRTimeline
MAI Capital Management119$2.02K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.120$2K<0.01%new13F-HRTimeline
Compass Financial Services Inc50$851<0.01%013F-HRTimeline