Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchange-Traded Fd (WCMI)

170 + Investors. Track Smart Money conviction in WCMI. 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
↑ +50
Streak
6Q ▲
Buyers last Q
80%

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 — 80% buying

133 buying34 selling
Last quarter: 133 funds were net buyers (59 opened a brand new position + 74 added to an existing one). Only 34 were sellers (25 trimmed + 9 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: 34 → 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 → 34 → 30 → 31 → 59 new funds/Q
New funds entering each quarter: 34 → 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 — 24% AUM from major funds

24% from top-100 AUM funds
13 of 170 holders rank in the top 100 by AUM, accounting for 24% 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.

Institutional Sentiment Summary — WCMI

In 2026 Q1, 133 hedge funds were net buyers of WCMI (59 opened a new position, 74 added to an existing one), while 34 reduced or exited (25 trimmed, 9 sold completely) — a 80% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 24% of total institutional value in WCMI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +50 funds (more new holders than closures). Total institutional holders: 170.

Hedge Fund Ownership: WCMI

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

Market Analysis: WCMI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WCMI

-- --

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

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

Signal Freshness measures how much WCMI 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 · 78d ago
WCMI
+18.1%
SPY
+15.9%

WCMI outperformed SPY by +2.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
WCMI
+7.6%
SPY
+2.0%

Since the filing became public, WCMI outperformed SPY by +5.6% .

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.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: WCMI
170 + Investors

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

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

Statistics: WCMI

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Institutional Holders (2026 Q1)

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:
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 6.20% 1,213,403 $20.3M
2 Prism Advisors, Inc. 5.12% 1,143,775 $19.2M
3 Oxford Wealth Group, LLC 3.22% 351,361 $5.9M
4 Mach-1 Financial Group, LLC 2.82% 477,330 $8.0M
5 Legacy Financial Independent Advisors LLC 2.80% 321,391 $5.4M
6 Chris Bulman Inc 2.11% 287,768 $4.8M
7 Koshinski Asset Management, Inc. 1.97% 1,888,575 $31.7M
8 Kintra Wealth, LLC 1.84% 1,550,190 $26.0M
9 Boyer Financial Services, Inc. 1.62% 91,236 $1.5M
10 Commonwealth Financial Services, LLC 1.57% 593,138 $9.9M
11 Capital Investment Counsel, LLC 1.34% 585,179 $9.8M
12 Lincoln Capital Corp 1.24% 200,180 $3.4M
13 NewEdge Advisors, LLC 1.21% 1,079,097 $26.2M
14 Leigh Baldwin & CO., LLC 1.09% 100,265 $1.7M
15 Commerce Advisors, LLC 1.05% 74,787 $1.3M
16 Uniting Wealth Partners, LLC 0.95% 266,264 $4.5M
17 Wisconsin Wealth Advisors, LLC 0.91% 54,883 $920K
18 Beaumont Financial Advisors, LLC 0.88% 767,260 $12.9M
19 Blackhawk Capital Partners, LLC 0.80% 130,150 $2.2M
20 Boyce & Associates Wealth Consulting, Inc. 0.74% 58,453 $980K
21 Berger Financial Group, Inc 0.74% 785,931 $13.2M
22 Fiduciary Trust Co 0.73% 3,691,532 $61.9M
23 Legacy Wealth Managment, LLC/ID 0.63% 75,405 $1.3M
24 Meadow Creek Wealth Advisors LLC 0.58% 53,171 $892K
25 Philip James Wealth Mangement, LLC 0.54% 282,272 $4.7M
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 — 80% buying: Last quarter: 133 funds were net buyers (59 opened a brand new position + 74 added to an existing one). Only 34 were sellers (25 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WCMI holders?

Strong quality — 24% AUM from major funds: 13 of 170 holders rank in the top 100 by AUM, accounting for 24% 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 Q1 hedge fund 13F filings?

As of today, WCMI has moved +7.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +5.6%. Since the quarter end (March 31, 2026), WCMI has gained +18.1% vs +15.9% 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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