WCMI - ETF AI Analysis
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First Trust WCM International Equity ETF (WCMI)
Rating:60Neutral
Price Target:―
Positive Factors
Strong Overall Year-to-Date Performance
The ETF has delivered solid gains so far this year, suggesting its strategy and holdings have been working well for investors.
Broad International Diversification
Holdings spread across many countries, including the U.S., U.K., Japan, and several others, help reduce the impact of problems in any single market.
Balanced Sector Mix
Exposure across a wide range of sectors, such as industrials, financials, technology, and health care, helps smooth out performance when one industry is struggling.
Negative Factors
High Expense Ratio
The fund’s management fee is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
Concentrated Top Holdings
A small group of companies makes up a meaningful share of the portfolio, increasing the risk if any of these larger positions run into trouble.
Mixed Performance Among Key Stocks
While some top holdings have shown strong gains, others have recently lagged, which could lead to more uneven short-term performance.
WCMI vs. SPDR S&P 500 ETF (SPY)
AUM1.75B
RegionGlobal Ex-U.S.
Expense Ratio0.85%
Beta0.80
IssuerFirst Trust
Inception DateOct 07, 2024
Dividend Yield0.55%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume944,154
30 Day Avg. Volume793,923
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
23.51Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering43
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WCMI Summary
The First Trust WCM International Equity ETF (WCMI) is an international stock fund that does not track a single index, but instead follows a broad global theme, investing in companies from many countries outside the U.S. It holds firms across many sectors, including well-known names like Rolls-Royce Holdings and Tesco. Someone might invest in WCMI to diversify beyond their home market and benefit from growth in both developed and emerging economies. A key risk is that international stocks can be volatile and their prices can go up and down with global markets and currency changes.
How much will it cost me?The First Trust WCM International Equity ETF (WCMI) has an expense ratio of 0.85%, which means you’ll pay $8.50 per year for every $1,000 invested. This is higher than average because it is actively managed, meaning professional managers are selecting investments rather than tracking an index.
What would affect this ETF?The WCMI ETF, with its focus on international equities across various sectors, could benefit from global economic growth and advancements in industries like technology and healthcare, which are key components of its portfolio. However, it may face challenges from geopolitical tensions, currency fluctuations, or regulatory changes in the countries where its holdings are based, as well as potential slowdowns in industrial or financial sectors. Investors should also consider how changes in interest rates or inflation could impact the fund's performance.
WCMI Top 10 Holdings
This ETF leans heavily on international industrial and financial names, with a clear tilt toward Europe and Asia rather than the U.S. Rolls-Royce has been a key engine for returns over the past few months, while Japan’s Mizuho Financial is also rising and helping steady the ship. On the flip side, Nebius Group has been a real drag lately, and Constellation Software’s mixed, slightly lagging performance isn’t helping. Siemens Energy and Lottomatica are more of a mixed bag, keeping the fund’s progress a bit choppy but still broadly diversified across sectors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Rolls-Royce Holdings | 6.44% | $108.84M | £115.00B | 40.07% | 71 Outperform | |
| Babcock International | 4.17% | $70.47M | £5.61B | 8.32% | 67 Neutral | |
| Constellation Software | 4.09% | $69.16M | C$66.05B | -36.82% | 72 Outperform | |
| Nebius Group | 3.55% | $60.10M | $37.30B | 246.19% | 46 Neutral | |
| Teva Pharmaceutical | 3.29% | $55.61M | $40.13B | 129.19% | 63 Neutral | |
| Mizuho Financial Group | 3.20% | $54.15M | ¥19.78T | 74.85% | 77 Outperform | |
| Tesco plc | 3.10% | $52.49M | £31.27B | 15.66% | 74 Outperform | |
| Sony Group | 3.05% | $51.64M | $140.57B | -6.37% | 75 Outperform | |
| Lottomatica Group S.P.A. | 3.01% | $50.84M | €5.98B | 0.17% | 63 Neutral | |
| Siemens Energy | 2.74% | $46.32M | €115.16B | 37.40% | 72 Outperform |
WCMI Technical Analysis
Positive
―
Price Trends
19.20
Negative
18.50
Positive
17.83
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WCMI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 19.15, equal to the 50-day MA of 19.20, and equal to the 200-day MA of 17.83, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for WCMI.
WCMI Peer Comparison
Comparison Results
Performance Comparison
WCMI
First Trust WCM International Equity ETF
19.10
3.67
23.78%
CGIC
Capital Group International Core Equity ETF
―
―
―
ILOW
AB International Low Volatility Equity ETF
―
―
―
IDVO
Amplify International Enhanced Dividend Income ETF
―
―
―
MFSI
MFS Active International ETF
―
―
―
APIE
ActivePassive International Equity ETF
―
―
―
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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