Vault-13

FIRST TR EXCHANGE-TRADED FD WCME

WCM DEVELOPING W · ETP · CUSIP 33733E740

30 institutional holders +2 vs Q1 2026
1,865,9141.9m shares reported held*
$36.6mreported value*
6 new 12 added 9 reduced 4 sold out net bought ≈ $19.9m (+1.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $19.62.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q4 24: 4Q1 25: 4Q2 25: 10Q3 25: 13Q4 25: 14Q1 26: 28Q2 26: 3030Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20244
Q1 20254
Q2 202510
Q3 202513
Q4 202514
Q1 202628
Q2 202630

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q1 25: 1 bought or addedQ1 25: 2 cut or sold outQ1 25Q2 25: 8 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 11 bought or addedQ3 25: 2 cut or sold outQ3 25Q4 25: 9 bought or addedQ4 25: 7 cut or sold outQ4 25Q1 26: 24 bought or addedQ1 26: 6 cut or sold outQ1 26Q2 26: 18 bought or addedQ2 26: 13 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202512
Q2 202582
Q3 2025112
Q4 202597
Q1 2026246
Q2 20261813

Biggest buyers

Veracity Capital LLC New +544,556+544.6k
ENVESTNET ASSET MANAGEMENT INC Added +483,479+483.5k
OSAIC HOLDINGS, INC. Added +42,534+42.5k
INDEPENDENT FINANCIAL GROUP, LLC New +40,068+40.1k
JPMORGAN CHASE & CO New +27,102+27.1k
Aurora Private Wealth, Inc. New +24,965+25.0k
Cetera Investment Advisers Added +21,484+21.5k
United Advisor Group, LLC Added +16,762+16.8k
WOODWARD DIVERSIFIED CAPITAL, LLC Added +11,290+11.3k
OLD MISSION CAPITAL LLC New +10,019+10.0k

Biggest sellers

Maridea Wealth Management LLC Sold out -70,734-70.7k
JANE STREET GROUP, LLC Reduced -59,909-59.9k
TRUIST FINANCIAL CORP Reduced -34,740-34.7k
DAYMARK WEALTH PARTNERS, LLC Reduced -29,567-29.6k
Concurrent Investment Advisors, LLC Reduced -24,480-24.5k
Advisory Services Network, LLC Sold out -6,250-6.2k
Kestra Advisory Services, LLC Reduced -3,123-3.1k
Blackhawk Capital Partners, LLC Reduced -1,063-1.1k
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC Reduced -663-663
RAYMOND JAMES FINANCIAL INC Reduced -660-660

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Veracity Capital LLC 2.88% of their portfolio Atlanta, GA 544,556544.6k $10.7m $10.7m 2.88% New
2 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 525,137525.1k $10.3m $10.3m 0.00% Added +483.5k +483,479
3 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 118,058118.1k $2.3m $2.3m 0.01% Reduced -3.1k -3,123
4 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 101,315101.3k $2.0m $2.0m 0.00% Added +21.5k +21,484
5 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 52,86452.9k $1.0m $1.0m 0.00% Added +42.5k +42,534
6 United Advisor Group, LLC 0.10% of their portfolio CINCINNATI, OH 48,12648.1k $944.3k $944.3k 0.10% Added +16.8k +16,762
7 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 40,62540.6k $797.1k $797.1k 0.01% Reduced -24.5k -24,480
8 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 40,06840.1k $786.2k $786.2k 0.01% New
9 Boyce & Associates Wealth Consulting, Inc. 0.54% of their portfolio CEDAR PARK, TX 39,76139.8k $779.4k $779.4k 0.54% Added +1.4k +1,450
10 HBW ADVISORY SERVICES LLC 0.05% of their portfolio SIMI VALLEY, CA 30,56930.6k $599.8k $599.8k 0.05% Added +8.2k +8,240
11 WOODWARD DIVERSIFIED CAPITAL, LLC 0.26% of their portfolio BAKERSFIELD, CA 30,05230.1k $589.6k $589.6k 0.26% Added +11.3k +11,290
12 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 29,30029.3k $574.9k $574.9k 0.00% Added +600 +600
13 DAYMARK WEALTH PARTNERS, LLC 0.01% of their portfolio CINCINNATI, OH 28,29928.3k $555.2k $555.2k 0.01% Reduced -29.6k -29,567
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 27,10227.1k $524.5k $524.5k 0.00% New
15 FLOW TRADERS U.S. LLC 0.02% of their portfolio NEW YORK, NY 25,20225.2k $494.0k $494.0k 0.02% Added +7.1k +7,064
16 Aurora Private Wealth, Inc. 0.31% of their portfolio ROCKAWAY, NJ 24,96525.0k $490.0k $490.0k 0.31% New
17 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 24,79824.8k $486.6k $486.6k 0.00% Reduced -59.9k -59,909
18 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 23,37923.4k $458.7k $458.7k 0.00% Reduced -56 -56
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 21,60021.6k $423.8k $423.8k 0.00% Added +7.7k +7,677
20 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 0.34% of their portfolio APPLETON, WI 21,36721.4k $419.2k $419.2k 0.34% Reduced -663 -663
21 Blackhawk Capital Partners, LLC 0.14% of their portfolio THIENSVILLE, WI 21,35721.4k $419.0k $419.0k 0.14% Reduced -1.1k -1,063
22 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 20,32820.3k $398.9k $398.9k 0.00% Reduced -660 -660
23 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 10,16110.2k $199.4k $199.4k 0.00% Reduced -34.7k -34,740
24 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 10,01910.0k $196.6k $196.6k 0.01% New
25 Topsail Wealth Management, LLC 0.01% of their portfolio CHARLOTTE, NC 4,7754.8k $93.7k $93.7k 0.01% Added +1.1k +1,075
26 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 985985 $19.3k $19.3k 0.00% Unchanged
27 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 750750 $14.7k $14.7k 0.00% Unchanged
28 FMR LLC 0.00% of their portfolio BOSTON, MA 232232 $4.6k $4.6k 0.00% Unchanged
29 UBS Group AG 0.00% of their portfolio ZURICH, V8 144144 $2.8k $2.8k 0.00% New
30 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 2020 $392 $392 0.00% Added +12 +12