WCMI β€” FIRST TRUST WCM INTERNATIONAL EQUITY ETF

Ownership history in Prism Advisors, Inc.  Β·  2 quarters on record

AI Ownership Summary

Prism Advisors, Inc. reported FIRST TRUST WCM INTERNATIONAL EQUITY ETF (WCMI) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 5.27% in 2025 Q3. The latest visible filing shows WCMI at 5.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WCMI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prism Advisors, Inc.'s position in FIRST TRUST WCM INTERNATIONAL EQUITY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WCMI was reported at 5.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.27% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Prism Advisors, Inc. held WCMI β€” position size vs. price
% of Fund (quarterly)    WCMI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,137,920 -18,899 -1.6% 5.16% $19.4M 2026-02-14 (Est.) $18.00
2025 Q3 INITIATED 1,156,819 β€” β€” 5.27% $19.5M 2025-10-14 $16.62

FAQ About Prism Advisors, Inc. and WCMI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Prism Advisors, Inc. reported owning WCMI?

Prism Advisors, Inc. reported WCMI across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported WCMI position in Prism Advisors, Inc.'s portfolio?

The largest reported portfolio weight for WCMI was 5.27% in 2025 Q3.

What is the latest reported WCMI position on this page?

The most recent filing on this page is 2025 Q4, when Prism Advisors, Inc. reported 1,137,920 shares, equal to 5.16% of portfolio, with an estimated market value of $19.4M.

What does the chart on this WCMI ownership page compare?

The chart compares Prism Advisors, Inc.'s quarterly WCMI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Prism Advisors, Inc. Holdings