WCMI Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy First Tr Exchange-Traded Fd (WCMI) following the 2026 Q2 hedge fund 13F filings?

As of today, WCMI has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), WCMI gained +2.5% vs +4.0% 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.

First Tr Exchange-Traded Fd (WCMI)

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

Smart Money Signals — WCMI

Based on 170 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 consecutive quarters, more hedge funds added WCMI 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

170 hedge funds hold WCMI right now — the highest count in 2.8 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 — +305% more funds vs a year ago

fund count last 6Q

+128 new funds entered over the past year (+305% 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 — 79% buying

133 buying35 selling

Last quarter: 133 funds were net buyers (59 opened a brand new position + 74 added to an existing one). Only 35 were sellers (25 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+28 vs last Q)

new funds entering per quarter

Funds opening a new WCMI position: 35 → 30 → 31 → 59. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 63% entered in last year

■ 0% conviction (2yr+) ■ 37% medium ■ 63% 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.

📈

Growing discovery — still being found

25 → 35 → 30 → 31 → 59 new funds/Q

New funds entering each quarter: 35 → 30 → 31 → 59. A growing number of institutions are discovering WCMI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 90% of holders entered in last year

■ 1% veterans ■ 9% 1-2yr ■ 90% new

Of 170 current holders: 153 (90%) entered in the past year, only 1 (1%) 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 — 25% AUM from major funds

25% from top-100 AUM funds

12 of 170 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

6.6

out of 10

Moderate Exit Risk

Exit risk score 6.6/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	170	120	41.67%
13F Shares	55M	40M	35.82%
Total Value	$900M	$690M	30.39%
New Positions	59	31	+28
Increased Positions	74	64	+10
Closed Positions	9	6	+3
Reduced Positions	25	19	+6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

170

120

41.67%

13F Shares

55M

40M

35.82%

Total Value

$900M

$690M

30.39%

New Positions

+28

Increased Positions

+10

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

170 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 WCMI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Ferguson Shapiro LLC	6.87%	1,200,760	$23.5M
2	Prism Advisors, Inc.	4.94%	1,038,292	$20.3M
3	Oxford Wealth Group, LLC	3.73%	426,643	$8.3M
4	Mach-1 Financial Group, LLC	3.31%	436,175	$8.5M
5	Legacy Financial Independent Advisors LLC	2.78%	301,672	$5.9M
6	Commonwealth Financial Services, LLC	2.40%	911,280	$17.8M
7	Commerce Advisors, LLC	2.21%	207,879	$4.1M
8	Chris Bulman Inc	2.19%	306,389	$6.0M
9	Koshinski Asset Management, Inc.	2.11%	2,021,827	$39.6M
10	Lakeridge Wealth Management LLC	1.99%	277,752	$5.4M
11	Boyer Financial Services, Inc.	1.96%	119,840	$2.3M
12	Sound Portfolio Advisors, LLC	1.64%	118,168	$2.3M
13	Prairie Wealth Advisors, Inc.	1.57%	—	$6.6M
14	Uniting Wealth Partners, LLC	1.46%	366,934	$7.2M
15	Beaumont Financial Advisors, LLC	1.43%	1,146,836	$22.4M
16	Capital Investment Counsel, LLC	1.42%	587,422	$11.5M
17	Atlanta Consulting Group Advisors, LLC	1.34%	433,206	$8.5M
18	Lincoln Capital Corp	1.32%	207,300	$4.1M
19	Leigh Baldwin & CO., LLC	1.31%	123,828	$2.4M
20	Fsb Premier Wealth Management, INC.	1.04%	188,819	$3.7M
21	Hobart Private Capital, LLC	0.99%	294,004	$5.8M
22	Composition Wealth, LLC	0.98%	4,270,879	$83.6M
23	Blackhawk Capital Partners, LLC	0.98%	152,992	$3.0M
24	Centennial Wealth Advisory LLC	0.96%	227,057	$4.4M
25	Midwest Financial Group LLC	0.96%	139,583	$2.7M

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 (WCMI)

What does the Smart Money Trend signal show for WCMI?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added WCMI 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 WCMI?

More buyers than sellers — 79% buying: Last quarter: 133 funds were net buyers (59 opened a brand new position + 74 added to an existing one). Only 35 were sellers (25 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WCMI holders?

Strong quality — 25% AUM from major funds: 12 of 170 holders rank in the top 100 by AUM, accounting for 25% 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 WCMI?

Mostly new holders — 63% 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 (WCMI) following the 2026 Q2 hedge fund 13F filings?

As of today, WCMI has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), WCMI has gained +2.5% vs +4.0% 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.

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First Tr Exchange-Traded Fd (WCMI)

Smart Money Signals — WCMI

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +305% more funds vs a year ago

More buyers than sellers — 79% buying

More new buyers each quarter (+28 vs last Q)

Mostly new holders — 63% entered in last year

Growing discovery — still being found

Early stage — 90% of holders entered in last year

Strong quality — 25% AUM from major funds

Institutional Sentiment Summary — WCMI

Hedge Fund Ownership: WCMI

Market Analysis: WCMI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: WCMI

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

Hedge Fund Positioning: WCMI

Statistics: WCMI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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