WCMI - ETF AI Analysis
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First Trust WCM International Equity ETF (WCMI)
Rating:62Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
High-Quality Growth Leaders in Top Holdings
Several major positions, such as Nebius Group, Kioxia Holdings, and Companhia De Saneamento, have delivered strong performance, helping drive the fund’s returns.
Broad International and Sector Diversification
Holdings spread across multiple countries like the UK, Germany, Japan, and Canada, and across many sectors, help reduce the impact of weakness in any single market or industry.
Negative Factors
Relatively 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.
Meaningful Single-Stock Concentration
The largest positions, including Rolls-Royce Holdings and Babcock International, make up a noticeable share of the portfolio, increasing the impact if any one of them struggles.
Some Notable Underperforming Holdings
A few key holdings, such as Babcock International and Constellation Software, have shown weak performance recently, which can drag on overall fund results.
WCMI vs. SPDR S&P 500 ETF (SPY)
AUM1.29B
RegionGlobal Ex-U.S.
Expense Ratio0.85%
Beta0.77
IssuerFirst Trust
Inception DateOct 07, 2024
Dividend Yield0.72%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume914,906
30 Day Avg. Volume622,908
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
21.62Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering42
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WCMI Summary
The First Trust WCM International Equity ETF (WCMI) is an actively managed fund that invests in a wide mix of companies outside the usual U.S.-only focus, aiming to capture growth across global stock markets rather than tracking a specific index. It holds businesses from many countries and sectors, including well-known names like Rolls-Royce Holdings and Teva Pharmaceutical. Someone might consider WCMI to diversify beyond the U.S. and spread risk across different regions and industries. However, its share price can go up and down with global markets, and international stocks can be more volatile than U.S. stocks.
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
WCMI is leaning into a global ex-U.S. growth story, with a noticeable tilt toward industrials and energy names. Nebius Group and Kioxia are the real engines right now, rising sharply and giving the fund a tech-flavored boost despite its broad mandate. Siemens Energy and Brazil’s Companhia de Saneamento are also pulling their weight, keeping the utilities and energy slice humming. On the flip side, Babcock International and Constellation Software are lagging, acting like a bit of sand in the fund’s gears, but no single stock dominates enough to derail overall performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Rolls-Royce Holdings | 5.55% | $71.78M | £94.80B | 52.14% | 71 Outperform | |
| Babcock International | 4.26% | $55.10M | £5.55B | 37.58% | 67 Neutral | |
| Siemens Energy | 3.86% | $49.92M | €159.84B | 171.79% | 72 Outperform | |
| Nebius Group | 3.59% | $46.49M | $37.04B | 501.24% | 46 Neutral | |
| Companhia De Saneamento | 3.54% | $45.75M | $24.29B | 73.20% | 71 Outperform | |
| Lottomatica Group S.P.A. | 3.49% | $45.18M | €6.57B | 29.63% | 63 Neutral | |
| Kioxia Holdings Corporation | 3.18% | $41.14M | ¥18.88T | 1780.70% | 63 Neutral | |
| Teva Pharmaceutical | 3.06% | $39.58M | $36.28B | 108.12% | 63 Neutral | |
| Constellation Software | 2.72% | $35.25M | C$51.09B | -50.46% | 72 Outperform | |
| Societe Generale | 2.64% | $34.19M | €44.77B | 63.30% | 72 Outperform |
WCMI Technical Analysis
Positive
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Price Trends
17.62
Positive
17.59
Positive
16.89
Positive
Market Momentum
0.23
Positive
58.12
Neutral
29.59
Neutral
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 18.09, equal to the 50-day MA of 17.62, and equal to the 200-day MA of 16.89, indicating a bullish trend. The MACD of 0.23 indicates Positive momentum. The RSI at 58.12 is Neutral, neither overbought nor oversold. The STOCH value of 29.59 is Neutral, 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
18.39
3.51
23.59%
ILOW
AB International Low Volatility Equity ETF
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CGIC
Capital Group International Core Equity ETF
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IDVO
Amplify International Enhanced Dividend Income ETF
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APIE
ActivePassive International Equity ETF
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MFSI
MFS Active International ETF
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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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