Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (WCME)

28 + Investors. Track Smart Money conviction in WCME. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
4Q ▲
Buyers last Q
80%

Smart Money Signals — WCME

Based on 28 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 5Q
For 4 consecutive quarters, more hedge funds added WCME than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
28 hedge funds hold WCME right now — the highest count in 1.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +833% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+833% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 80% buying

24 buying6 selling
Last quarter: 24 funds were net buyers (16 opened a brand new position + 8 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new WCME position: 7 → 5 → 5 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 75% entered in last year

0% conviction (2yr+) 25% medium 75% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

0 → 7 → 5 → 5 → 16 new funds/Q
New funds entering each quarter: 7 → 5 → 5 → 16. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 93% of holders entered in last year

0% veterans 7% 1-2yr 93% new
Of 28 current holders: 26 (93%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
7 of 28 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.9
out of 10
Moderate Exit Risk
Exit risk score 6.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WCME

In 2026 Q1, 24 hedge funds were net buyers of WCME (16 opened a new position, 8 added to an existing one), while 6 reduced or exited (4 trimmed, 2 sold completely) — a 80% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 20% of total institutional value in WCME is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 28.

Hedge Fund Ownership: WCME

How many hedge funds hold WCME — quarterly history vs. share price
Quarterly hedge fund ownership of WCME vs. share price

Market Analysis: WCME

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WCME

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy First Tr Exchange-Traded Fd (WCME) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WCME has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
WCME
+15.0%
SPY
+14.1%

WCME outperformed SPY by +0.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
WCME
+1.9%
SPY
+0.3%

Since the filing became public, WCME outperformed SPY by +1.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: WCME
28 + Investors

Track Smart Money conviction in WCME. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 28 14 100.0%
13F Shares 849K 583K 45.74%
Total Value $14M $10M 34.91%
New Positions 16 5 +11
Increased Positions 8 5 +3
Closed Positions 2 4 -2
Reduced Positions 4 3 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WCME

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Institutional Holders (2026 Q1)

28 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WCME. Verified SEC 13F-HR filings.

QUARTER:
Top 25 WCME holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Boyce & Associates Wealth Consulting, Inc. 0.49% 38,311 $643K
2 Stonehaven Wealth & Tax Solutions, LLC 0.33% 22,030 $370K
3 Maridea Wealth Management LLC 0.17% 70,734 $1.2M
4 Woodward Diversified Capital, LLC 0.16% 18,762 $349K
5 Blackhawk Capital Partners, LLC 0.14% 22,420 $376K
6 United Advisor Group, LLC 0.06% 31,364 $527K
7 Hbw Advisory Services LLC 0.04% 22,329 $375K
8 Daymark Wealth Partners, LLC 0.03% 57,866 $972K
9 Concurrent Investment Advisors, LLC 0.01% 65,105 $1.1M
10 Topsail Wealth Management, LLC 0.01% 3,700 $62K
11 Kestra Advisory Services, LLC 0.01% 121,181 $2.0M
12 Cetera Investment Advisers 0.00% 79,831 $1.3M
13 Advisory Services Network, LLC 0.00% 6,250 $105K
14 Truist Financial Corp 0.00% 44,901 $754K
15 Creative Financial Designs Inc /Adv 0.00% 750 $13K
16 Harbour Investments, INC. 0.00% 985 $17K
17 Osaic Holdings, INC. 0.00% 10,330 $173K
18 Envestnet Asset Management Inc 0.00% 41,658 $700K
19 Jane Street Group, LLC 0.00% 84,707 $1.4M
20 Raymond James Financial Inc 0.00% 20,988 $352K
21 Citadel Advisors LLC 0.00% 23,435 $394K
22 Goldman Sachs Group Inc 0.00% 13,923 $234K
23 SBI Securities Co., Ltd. 0.00% 8
24 Northwestern Mutual Wealth Management Co 0.00% 200 $3K
25 Royal Bank of Canada 0.00% 497 $8K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — First Tr Exchange-Traded Fd (WCME)

What does the Smart Money Trend signal show for WCME?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added WCME than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WCME?

More buyers than sellers — 80% buying: Last quarter: 24 funds were net buyers (16 opened a brand new position + 8 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WCME holders?

Strong quality — 20% AUM from major funds: 7 of 28 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held WCME?

Mostly new holders — 75% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy First Tr Exchange-Traded Fd (WCME) following the 2026 Q1 hedge fund 13F filings?

As of today, WCME has moved +1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +1.6%. Since the quarter end (March 31, 2026), WCME has gained +15.0% vs +14.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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