WCMI FIRST TR EXCHANGE-TRADED FD
FollowWCM INTL EQUITY (fund)
Filings received so far for Q3 2026: 9 13F filers report a position in WCMI shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Prism Advisors, Inc. | 900,182 | $17M | 4.26% | -138,110 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 167,638 | $3.2M | 0.02% | -938 | 13F-HRTimeline |
| INSPIRION WEALTH ADVISORS, LLC | 142,575 | $2.72M | 0.31% | -3,151 | 13F-HRTimeline |
| EASTERN BANK | 104,017 | $1.98M | 0.03% | 0 | 13F-HRTimeline |
| Wisconsin Wealth Advisors, LLC | 100,376 | $1.92M | 1.61% | +46,187 | 13F-HRTimeline |
| Roxbury Financial LLC | 30,433 | $581K | 0.45% | +3,569 | 13F-HRTimeline |
| Wealth Enhancement Trust Services, Inc. | 9,050 | $173K | 0.02% | +254 | 13F-HRTimeline |
| GoalVest Advisory LLC | 2,460 | $46.9K | 0.01% | -105 | 13F-HRTimeline |
| CX Institutional | 192 | $4K | <0.01% | new | 13F-HRTimeline |