Back to NewEdge Advisors, LLC NewEdge Advisors, LLC

WCMIWCMI
5 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in FIRST TR EXCHANGE-TRADED FD

Yes. Newedge Group holds 2,712,219 shares of WCMI, worth $53.1M, as of its Q2 2026 13F filing. It increased the position by 136,361 shares (+5.3%) from Q1 2026. Newedge Group has held WCMI since Q2 2025, across 5 quarterly 13F filings. WCMI is 0.2% of Newedge Group's reported 13F portfolio.

Current Value

$53.1M

Current Shares

2.7M

Total Value Change

+$51M

Total Shares Change

+2.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.7M
+5.3%
$53.1M0.2%$19.57
37
2026-Q1
Increased
2.6M
+17.0%
$43.2M0.2%$17.39
41
2025-Q4
Increased
2.2M
+2.7%
$37.5M0.1%$17.08
36
2025-Q3
Increased
2.1M
+1533.3%
$36.2M0.2%$16.62
56
2025-Q2
New
131,338
-
$2.1M0.0%$15.76
36

Other major holders of WCMI: LPL Financial LLC, RAYMOND JAMES FINANCIAL INC

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