WCMG - ETF AI Analysis
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First Trust WCM Global Equity ETF (WCMG)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Leading Holdings
Several of the largest positions, including major technology and industrial names, have shown strong gains this year, helping support the fund’s overall results.
Global Diversification
The ETF invests across multiple countries, including the U.S., U.K., Germany, and several others, which helps spread risk beyond a single market.
Broad Sector Mix
Holdings are spread across many sectors such as health care, communication services, financials, industrials, and technology, reducing reliance on any one part of the economy.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high, which can eat into long-term returns compared with lower-cost ETFs.
Recent Weak Overall Performance
The ETF’s year-to-date performance is slightly negative, indicating it has recently lagged the market or its peers.
Mixed Results Among Top Holdings
A few sizable positions, such as certain industrial names, have shown weak or negative performance, which can drag on the fund despite strength elsewhere.
WCMG vs. SPDR S&P 500 ETF (SPY)
AUM1.07M
RegionGlobal
Expense Ratio0.85%
Beta0.93
IssuerFirst Trust
Inception DateApr 21, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,062
30 Day Avg. Volume1,468
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
25.88Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering44
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WCMG Summary
The First Trust WCM Global Equity ETF (WCMG) is an actively managed fund that looks for undervalued companies around the world, rather than tracking a specific index. It invests across many countries and sectors, with well-known holdings like Alphabet (Google’s parent company) and eBay, aiming for long-term growth by buying stocks the managers believe are trading below their true worth. This ETF can offer global diversification and exposure to a wide mix of industries. However, it can go up and down with the stock market, and value-focused strategies can lag when growth stocks are leading.
How much will it cost me?This ETF has an expense ratio of 0.85%, which means you’ll pay about $8.50 per year for every $1,000 you invest. That’s higher than the average ETF because it’s actively managed, with managers researching and selecting stocks rather than just tracking an index.
What would affect this ETF?This global value-focused ETF could benefit if international stock markets strengthen, especially in technology, health care, and financials, and if investors favor undervalued companies like Alphabet, TSMC, and other overseas names in its top holdings. On the other hand, it may struggle if value stocks lag growth, if global economic conditions weaken or regulations hurt key sectors such as tech and energy, or if its active management choices differ too much from broad market trends.
WCMG Top 10 Holdings
WCMG is leaning into a global tech-and-services comeback, with memory makers Kioxia and Western Digital acting as key engines, both rising on renewed demand and AI-related optimism. TSMC adds more semiconductor punch, steadily supporting returns as chip spending ramps up. On the services side, Interactive Brokers has been a quiet winner, while Alphabet and eBay have been more mixed, occasionally losing steam and muting some of the upside. With notable exposure to technology and communication services across the U.S., Europe, and Asia, the fund is globally diversified but thematically tilted toward digital infrastructure and platforms.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Rolls-Royce Holdings | 5.44% | $59.25K | £125.66B | 46.52% | 71 Outperform | |
| Alphabet Class A | 5.28% | $57.53K | $4.34T | 110.50% | 85 Outperform | |
| Nebius Group | 5.04% | $54.96K | $54.26B | 345.28% | 46 Neutral | |
| Kioxia Holdings Corporation | 3.93% | $42.80K | ¥45.59T | 2734.77% | 63 Neutral | |
| Brookdale Senior Living | 3.61% | $39.39K | $3.79B | 120.92% | 61 Neutral | |
| Interactive Brokers | 3.36% | $36.67K | $40.69B | 67.02% | 75 Outperform | |
| Tapestry | 3.12% | $34.04K | $29.14B | 58.66% | 69 Neutral | |
| TSMC | 3.07% | $33.43K | $1.98T | 98.28% | 81 Outperform | |
| Babcock International | 2.88% | $31.44K | £5.08B | -4.81% | 67 Neutral | |
| Siemens Energy | 2.74% | $29.84K | €143.23B | 65.32% | 72 Outperform |
WCMG Technical Analysis
Positive
―
Price Trends
20.99
Positive
Market Momentum
0.18
Positive
55.26
Neutral
50.99
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WCMG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 21.46, equal to the 50-day MA of 20.99, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.18 indicates Positive momentum. The RSI at 55.26 is Neutral, neither overbought nor oversold. The STOCH value of 50.99 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for WCMG.
WCMG Peer Comparison
Comparison Results
Performance Comparison
WCMG
First Trust WCM Global Equity ETF
21.60
1.95
9.92%
RJDI
RJ Eagle GCM Dividend Select Income ETF
―
―
―
GINX
SGI Enhanced Global Income ETF
―
―
―
MVPA
Miller Value Partners Appreciation ETF
―
―
―
DIVL
Madison Dividend Value ETF
―
―
―
WBIF
WBI BullBear Value 3000 ETF
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―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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